Broker Check

Jennifer Perez

Wealth Management Assistant

California Notary

Jennifer@citwm.com

Jennifer has always had an interest in accounting. She earned her associate degree in accounting and has been working in the accounting industry for 22 years. Jennifer joined Channel Islands Tax & Wealth Management in 2004, where she works as a Wealth Management Assistant. She is also a California Notary. 

Jennifer grew up doing a lot of projects with her father.  While her peers were enjoying time with their friends during the summer or days off from school, Jennifer went to work for her father’s landscaping business to help support the family.  Working with him taught her compassion for others and gave her strong work ethic.  She learned how to be efficient while paying to attention to detail.

She enjoys being out on the baseball and soccer fields cheering for her children while her husband volunteers to coach.  She is also a second generation martial artist in American Kenpo where she attends classes with her husband and children at her Godfather’s karate studio. She loves fishing and living part time in the Sierras where she is able to share her childhood memories with her children while teaching them to take care of and appreciate the outdoors. 

Working at Channel Islands Tax & Wealth Management has helped her balance raising a family while working where she continues to make her dreams come true.