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Nathalia Perez

Nathalia Perez

As a Relationship Manager at Echelon Planning Group, I am responsible for preparing and constructing plans outlined by the financial planner, specializing in helping advisors research and develop comprehensive financial plans for our clients' retirement needs. With over 11 years of experience in the financial services industry, I have honed my skills and gained valuable expertise. Prior to joining Echelon Planning Group, I worked at Morgan Stanley, where I further developed my knowledge and understanding of financial planning. Prior to beginning my career, I attended Union County College.

I am motivated by being part of a team that genuinely wants to help others improve their financial health, both in the present and for the future. This shared commitment fuels my passion and dedication to making a positive impact on our clients' lives. The most enjoyable aspect of my job is watching clients develop a peace of mind. Money and its complexities can be overwhelming, especially without proper guidance. At Echelon Planning Group, we provide the necessary support and guidance, ensuring our clients leave feeling confident and well-prepared for their financial journey. I firmly believe that knowledge is the greatest value I can provide for my clients. By equipping them with the necessary information, they can make informed decisions about their financial future. Even if a prospect does not become a client, I ensure they have all the facts they need to make the best choices for themselves.

Originally from Elizabeth, New Jersey, I currently reside in South Dartmouth, Massachusetts. This move has allowed me to experience a new environment while staying connected to the East Coast. Outside of my work as a Relationship Manager, I am an active member of Jehovah's Witnesses. My love for the Bible and the desire to help people learn its teachings attracted me to this organization. As a full-time volunteer missionary, I dedicate my time to spreading the message of the Bible and assisting those who seek spiritual guidance. In my free time, I have a deep passion for reading. Exploring different genres and expanding my knowledge through books is something I find incredibly fulfilling. It allows me to continuously grow and learn, both personally and professionally.