Ryan Perez

Founder, Principal & Managing Director

Ryan is a Texas native and seasoned financial professional with over 15 years of diverse experience spanning federal 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 holds a Master of Science in Personal Financial Planning from Texas Tech University, earned through the university’s CFP Board-Registered Program. He also earned a Bachelor’s degree in Accounting from the University of Arizona, graduating Summa Cum Laude, and is a QuickBooks Level I & II Certified ProAdvisor.

At Perez Financial Co., Ryan combines his knowledge of compliance, taxation, and financial strategy with real-world business 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 develops strategies for sustainable growth.

Ryan founded Perez Financial Co. to help individuals and small business owners strengthen their financial position, support strategic decision-making, and build a foundation for sustainable growth.