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Financial Advisor

Izamar Perez

800.462.8328, Ext. 4116, Option 2

Check the background of this investment professional on FINRA's BrokerCheck.

CBSI is under contract with the Credit Union to make securities available to Members.

Since 2015, Izamar has been helping Members work toward their financial goals. No matter where they are on their financial journey, she is encouraged when they are open to understanding financial concepts and applying them to their own circumstances. “I learn new things every day and I love working with Members who are interested in understanding smart ways to plan for their future,” she says.

Izamar says that every Member’s situation is unique and their needs vary. “Some Members prefer annual review meetings, while others prefer quarterly meetings. I just want Members to feel comfortable coming to me as often as they need to and on their own terms.” She stays informed on current market trends to help Members take advantage of investing opportunities and minimize risk.

Izamar is a fully registered and licensed investment and retirement planning professional. She earned her bachelor’s degree in business administration with a minor in economics, and is registered to sell securities.

When she’s not helping Members, Izamar enjoys traveling but is happy with staycations, too. She’s been to 11 different countries and is on the lookout for her next adventure. 

To make an appointment with Izamar, call 800.462.8328, ext. 4116, Option 2.

Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3556543.1-0421-0523.

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