Carlos Perez, Jr. CFP®

Carlos Perez, Jr., CFP®, is your Knights of Columbus Financial Professional in The Abbate Agency, serving Catholic families and their businesses in Fairfax and Arlington counties. Specifically, Councils 4522, 6153, 7992 and 12846.

A CERTIFIED FINANCIAL PLANNER(TM) Professional, Carlos will help you and your family identify financial solutions to achieve your goals and attain financial security.

A lifelong Catholic, Carlos served as a life insurance senior executive before joining the Abbate Agency. As Chief Operating Officer and then Chief Financial Officer, Carlos most recently led the financial operations of a nonprofit association providing life insurance and other benefits to members of the military community. He managed a portfolio of more than $1.3 billion in assets and $25 billion life insurance in force. Prior to that, Carlos served as an officer in the U.S. Army, attaining the rank of colonel and serving in Bosnia, Iraq, and Afghanistan.

Carlos holds a B.S. in Mathematical Economics from West Point, an M.B.A. from Stanford University, and an M.S. in National Resource Strategy from The Eisenhower School. His professional designations include the CERTIFIED FINANCIAL PLANNER(TM) Certification, the Fellow, Life Management
Institute (FLMI) designation, and the Associate, Insurance Regulatory Compliance (AIRC) designation. Carlos and his wife, Patricia, have four adult children and live in Springfield, Virginia. They are parishioners of the Church of the Nativity in Burke, VA. He is a Past Grand Knight of Father Sikora Council 7992. Also, Carlos is bilingual in English and Spanish.

Contact Carlos at carlos.perez@kofc.org or call him at 1-866-868-1492 today to learn how every family can benefit from having a plan in place to protect their financial goals.