Mario Perez joined Baird as a Financial Advisor in 2020 bringing with him a diverse background in the financial industry. He specializes in advanced planning, asset allocation, investment consulting, and life insurance to provide well-rounded multi-generational wealth management. Marios approach to wealth management includes a comprehensive balance sheet analysis which informs the plan he tailors for each unique client situation. He positions himself as the quarterback of his clients financial plan by partnering with attorneys, CPAs and others to deliver wholistic advice. Mario started his career at Wells Fargo as a banker in 2007 where he found his passion for the financial industry. His enthusiasm for investing led him to become a Financial Advisor with Wells Fargo in June of 2011. Mario was nationally recognized in Forbes as a 2019/2020 Best in State NextGen Advisors. He has had an outstanding career and impact on his clients. Mario graduated from Sacramento City College in 2007 and currently resides in Elk Grove with his wife Kelly Perez and three children. Outside of work, he enjoys spending time with family, traveling, and being a dad. His commitment to his clients and the detail with which he runs his business are easily recognizable, but his kind nature and commitment to family are what defines him as a person. 