Mauricio Perea

Q: What is Mauricio Perea email address?

Email Mauricio Perea at mdperea1@gmail.com and mperea@burkeandherbertbank.com. This email is the most updated Mauricio Perea email found in 2026.

Q: How to contact Mauricio Perea?

To contact Mauricio Perea send an email to mdperea1@gmail.com or mperea@burkeandherbertbank.com. If you want to call Mauricio Perea try calling on +19547200626 and +17039198540. (updated on October 29, 2024)

Vice President and Wealth Advisor at Burke & Herbert Bank | Falls Church, Virginia, United States

About Mauricio Perea

Mauricio Perea serves as Vice President and Wealth Advisor at Burke & Herbert Bank, where he leverages his extensive expertise in financial and investment planning to provide tailored solutions for individuals and small businesses. With a global perspective and a personal touch, Mauricio specializes in retirement planning, helping clients navigate the complexities of wealth management and strategic financial planning. His credentials as a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA) charterholder underscore his commitment to delivering high-quality financial advice.

At Burke & Herbert Bank, Mauricio is actively involved in key projects that focus on enhancing client experiences through personalized investment strategies and comprehensive financial analysis. His role encompasses a wide range of services, including risk management, mutual funds, and securities, all designed to align with clients' long-term financial goals. As a licensed registered representative with Series 7 and 66 certifications, as well as a life and health insurance agent in Virginia, Maryland, and the District of Columbia, Mauricio is well-equipped to address diverse client needs.

Mauricio's approach is characterized by a deep understanding of market dynamics and a commitment to building lasting relationships with clients. He believes that effective wealth management is not just about numbers; it’s about understanding the unique aspirations and challenges of each client. By integrating his financial acumen with a client-centric philosophy, Mauricio Perea continues to make a significant impact at Burke & Herbert Bank, guiding clients towards a secure and prosperous financial future.

Mauricio Perea Work

Vice President and Wealth Advisor at Burke & Herbert Bank in October 2012 to Present

Financial Advisor at SunTrust Investment Services, Inc in April 2008 to October 2012

Financial Advisor at Chevy Chase Financial Services in November 2005 to April 2008

Mauricio Perea Skills

Investments

Retirement Planning

Strategic Financial Planning

About Mauricio Perea's Current Company

Burke & Herbert Bank

Discover more about Burke & Herbert Bank

Frequently Asked Questions about Mauricio Perea

What is Mauricio Perea email address?

Email Mauricio Perea at [email protected] and [email protected]. This email is the most updated Mauricio Perea email found in 2026.

What is Mauricio Perea phone number?

Mauricio Perea phone number is +19547200626 and +17039198540.

How to contact Mauricio Perea?

To contact Mauricio Perea send an email to [email protected] or [email protected]. If you want to call Mauricio Perea try calling on +19547200626 and +17039198540. (updated on October 29, 2024)

What company does Mauricio Perea work for?

Mauricio Perea works for Burke & Herbert Bank

What is Mauricio Perea's role at Burke & Herbert Bank?

Mauricio Perea is Vice President and Wealth Advisor

What industry does Mauricio Perea work in?

Mauricio Perea works in the Banking industry.