Spotlight: Financial Planning Rising Star

"He has a kind of passion for how various things, whether it's in government or elsewhere, can be done to really help people improve their lives."

– Tim Sullivan, Managing Director, UBS

The advisor who wants to pay it forward

Enrique Perez started helping his immigrant parents with their finances in college. Now an advisor, he wants to do the same for others in similar disadvantaged situations.

Meet Enrique Perez →

Discover the Planners of the Future

We’re delighted to showcase our new list that celebrates 10 financial planners early in their careers who are on a path to change the industry.

The winners were selected from nominees across the country and embody the values of the profession. Check out Financial Planning’s 2021 Rising Stars today.

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VIEW THE RISING STARS