Gene Perez
Founder & Wealth Advisor at Gem Tactical Wealth
Based in Houston, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Houston
Industry
Financial Services
Company size
3
Contact information
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g•••••••@gemtacticalwealth.com
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Background
About Gene Perez
Smart. Tactical. Unconventional. Independent.Future wealth planning that breaks away from outdated Wall Street models.I am an experienced financial planner and founder of GEM Tactical Wealth, an independent investment advisory practice dedicated to helping individuals and families achieve financial freedom and retire with confidence. My approach combines advanced market insight with holistic financial planning — integrating retirement income strategies, Social Security optimization, estate planning, tactical asset management, and tax and insurance coordination.In addition to serving my clients directly, I also serve as Chief Investment Officer at Altitude Capital Management, where I oversee portfolio management, tactical model development, and advisor training. This dual role allows me to merge institutional-level investment research with personalized wealth strategies, delivering smart, tactical, and independent financial guidance designed for the future of wealth management.
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