Karis Perez RP®

Annual Review Supervisor

My name is Karis Perez and I am the supervisor for the Annual Review department.

I joined The Enrichment Group after working for a CPA firm. I was searching for an opportunity that would allow for my personal fulfillment and professional growth. I was fortunate enough to find that here at The Enrichment Group.

I started in the Operations department in 2001, and was then promoted to office manager. In 2006, I earned my Registered Paraplanner designation. I’ve been working alongside the planning team ever since.

Financial planning is fluid. Tides shift, and water levels change. My job is to make sure that critical client information doesn’t get lost in the current.

To that end, I support financial advisors as they work to create and maintain our clients’ individual Enrichment Plans. Together, we work to ensure that clients are protected and that their goals are being fulfilled. I participate in planning meetings with clients and assist planners in developing financial scenarios in real time.

The most rewarding part of my job is helping our clients achieve their financial goals, while guiding them to make wise choices that will benefit them. My work helps planners and clients make decisions about retirement planning, making large purchases, claiming social security, life insurance needs and much more.

I also strive to achieve balance and enrichment in my own life. My favorite pastimes are exercising and watching movies at home. I also enjoy spending time with my family and friends, including my four furry-legged friends.

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Karis Perez RP®

Annual Review Supervisor

Areas of Expertise

  • Annual Reviews
  • Financial Planning Support

Certifications/Credentials

  • Registered Paraplanner™