Tony Perez - First Command Financial Advisor

Tony Perez - First Command Financial Advisor 🌟 Welcome to Your Financial Solutions! Coaching those who serve
in their pursuit of financial security. 🌟

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial sec

urity for most people is their own behavior. That’s why I seek to form trusting, long-term relationships with clients, serving as their personal financial coach by:

1. Helping them set specific and meaningful goals that are aligned with their values
2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals
3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan
4. Making strategic adjustments in their plan as their circumstances and goals evolve over time

I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command

First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”. Tony Focuses in:
Comprehensive financial planning
Investment strategies
Risk management
Debt management

Disclaimer:
Periodically I post information regarding my employer First Command Financial Services and the social media
usage guidelines that apply to First Command also apply to my pages. Please view them here:
https://www.firstcommand.com/social-media-guidelines/

Our Investment Management team explains what’s actually happening with the Fed and why global tensions haven’t rattled m...
02/04/2026

Our Investment Management team explains what’s actually happening with the Fed and why global tensions haven’t rattled markets. https://bit.ly/4qkN0nT

02/03/2026

Your GI Bill benefits may have just expanded! 📢 Find out if you qualify and learn creative ways to use them—watch the full YouTube video now. https://bit.ly/45HHdkW

Groceries, gas, housing — costs keep climbing.If your raise isn’t covering the gap, I can help you review your budget an...
01/26/2026

Groceries, gas, housing — costs keep climbing.

If your raise isn’t covering the gap, I can help you review your budget and look for adjustments.

01/23/2026

Leaving the military is a big step. For Tim, the Post-9/11 GI Bill opened doors to education and opportunity. Hear his experience and discover what’s possible for you. https://bit.ly/4bfH6R6

Our Investment Management Team covers the outlook for 2026, including inflation, the One Big Beautiful Bill, and major s...
01/22/2026

Our Investment Management Team covers the outlook for 2026, including inflation, the One Big Beautiful Bill, and major stock market drivers in our latest Market & Economic Update. https://bit.ly/3Lwkbqi

Routines can make financial planning easier. These habits help you stay aware, adjust your plan, and keep momentum throu...
01/19/2026

Routines can make financial planning easier. These habits help you stay aware, adjust your plan, and keep momentum throughout the year.

It’s never too early to save for your future.
01/17/2026

It’s never too early to save for your future.

01/15/2026

Our Investment Management Team’s 2026 Outlook is here: Potential for more expansive growth, stable unemployment, and strong corporate earnings are on the horizon. Curious about the details? https://bit.ly/49p4BG3

A strong 2025 supporting the folks from 7th Special Forces Group, 6 RTB, GSB, and other battalions on behalf of First Co...
01/15/2026

A strong 2025 supporting the folks from 7th Special Forces Group, 6 RTB, GSB, and other battalions on behalf of First Command. From the annual Jingle Bell Jog, to Red Empire Week and other community events, it is always an honor to serve those who serve. Rain or shine, we are here to support!
Thank you for the trust - looking ahead to an even stronger 2026. 💪🏽✨


First Command Financial Services, Inc. and its related entities are not affiliated with or endorsed by the U.S. government or the U.S. Armed Forces.

🔊 Our next Lunch and Learn 'Are you Making the Most of the TSP' is happening on Thursday 22 January - check out the flye...
01/14/2026

🔊 Our next Lunch and Learn 'Are you Making the Most of the TSP' is happening on Thursday 22 January - check out the flyer!
Make sure to reserve your space today!
&Learn &L

Financial wins don’t always look big from the outside — but they matter.From holding the line on spending to prepping fo...
01/14/2026

Financial wins don’t always look big from the outside — but they matter.

From holding the line on spending to prepping for deployment, each step deserves recognition. Let’s build on them.

Greg Barnhart first joined First Command six years ago and has grown his career to District Advisor. His advice for main...
01/12/2026

Greg Barnhart first joined First Command six years ago and has grown his career to District Advisor.

His advice for maintaining a growth mindset after all this time, “I can learn from others, regardless of their tenure, and be deliberate about personal development.”

Interested in joining a company that supports growth? Visit https://bit.ly/49Q1vec.

Address

1120 N. Eglin Pkwy
Shalimar, FL
32579

Telephone

+18506136990

Website

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