Irma Ines Perez, LUTCF CA.Insurance Lic. No. 0E70828

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.


Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC Silicon Valley, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

In addition, I bring to the table my many years of experience in Human Resources. I am also a volunteer with Woman in Project Management.

My ultimate dream is to help individuals take an active role in determining their own and their loved one's future security.  I truly believe that through being proactive, with a detailed plan and timely action, everyone may achieve financial control.

Please use my Web site as a resource, and contact me for additional information or to schedule a meeting. Thank you for your interest. 

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Irma Ines Perez is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of California Insurance Lic. No. 0E70828, and Nevada. No insurance business may be conducted outside this/these states referenced.


Irma Ines Perez is a Registered Representative(s) of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer Silicon Valley: 1731 Technology Dr. Suite 400, San Jose, CA 95110 (408) 452-6000. In this regard, this communication is strictly intended for individuals residing in the states of California and Nevada. No offers may be made or accepted from any resident outside the specific states referenced