Nathalia Perez

Nathalia is passionate about helping businesses grow through strong systems, efficient processes, and a commitment to continuous improvement. As Director of Operations & Marketing at Echelon Planning Group, she oversees firm operations, marketing initiatives, workflow development, and strategic projects that support the firm's long-term growth.

With 12 years of experience in the financial services industry, Nathalia joined Echelon Planning Group in 2023 and has played a key role in strengthening internal operations and enhancing the client experience. From implementing new technology and developing workflows to overseeing operational initiatives and supporting team members, she combines big-picture thinking with hands-on execution.

Nathalia enjoys solving complex challenges, building scalable solutions, and helping her team achieve meaningful results. Her leadership helps improve efficiency, strengthen organizational processes, and support Echelon Planning Group's mission of helping clients pursue their financial goals with confidence.

Outside of work, Nathalia enjoys reading psychological thrillers, learning new skills, and spending time with her husband, family, and friends.