Ryan Perez

Founder, Principal & Managing Director

Ryan is a Texas native and seasoned financial professional with over 15 years of diverse experience spanning roles held across United States Department of The Treasury - Internal Revenue Service, commercial banking, insurance, and critical infrastructure roles in the oil and gas industry.  His background in both the public and private sectors provides a unique blend of regulatory insight and real-world financial strategy with expertise in financial systems, regulatory compliance, and client relationship management. 

He previously served as a Revenue Agent and Criminal Investigator (Special Agent) with the U.S. Department of the Treasury – Internal Revenue Service, where he developed expertise in tax law, forensic accounting, and financial investigations. His experience in banking and insurance further strengthened his ability to guide clients through complex financial and regulatory matters.

Ryan is a QuickBooks Level I & II Certified ProAdvisor and holds a Bachelor’s degree in Accounting from the University of Arizona (Summa Cum Laude). He is currently pursuing a Master of Science in Personal Financial Planning through the CFP Board–Registered program at Texas Tech University.

At Perez Financial Co., Ryan leads with a mission rooted in clarity, strategy, and integrity. Combining his deep knowledge of compliance and real-world experience, he founded the firm on the belief that business owners deserve more than spreadsheets; they deserve a trusted partner who simplifies financial complexity, ensures compliance, and builds strategies for sustainable growth.

Ryan founded Perez Financial Co. to strengthen operations, guide business owners toward optimized strategy, and confident scalability, helping businesses not just operate, but truly thrive.