Our Clients
What Makes Us Different
With more than 170 years of combined experience, we give our clients the individual attention and service they deserve. At Independent Financial Services, we are a team of highly distinguished individuals, each with our respective specialties and certifications to help better serve various financial concerns. We pride ourselves in serving clients with devoted guidance and customized service.
Meet Jodi Perez
Jodi Perez, CFP®, CEPA®
Named on the 2025 Top Best-in-State Women Wealth Advisors List by Forbes
Jodi earned her Bachelor’s Degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™, Jodi understands the complex intricacies of retirement planning, estate planning and portfolio analysis. As a member of the National Financial Planning Association, Jodi keeps abreast of all-important tax, retirement and investment updates and changes that may benefit her clients.
Our Services Include
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits, not insured by FDIC or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.
