Introducing Our Team

Accountants and advisors to Silicon Valley since 1979.

Elier Peraza, CFP®

Financial Advisor
JY WealthCare, LLC

Review my background on FINRA’s BrokerCheck

Elier Peraza CFP
SERVICES

Annuities
Disability Insurance
Investments and Securities
Life Insurance
Long Term Care
Personal Financial Planning

LICENSES

FINRA Series 7 & 66
California Insurance License 0K42603

Community Involvement

Leadership San Jose, Alum
MACLA/Movimiento de Arte y Cultura Latino Americana, Board Member
Stand Up For Kids, Volunteer

EDUCATION

Bachelor of Science – Biochemistry & Molecular Biology, University of Havana

“I’m all about building close relationships and collaborating with my clients to find the best strategies and solutions.”

I joined Johanson & Yau in 2016 with more than a decade of experience as a financial advisor, including prior positions with 1st Global Capital Corp. as Supervising Director and Financial Advisor in their Practice Consulting Department.

I thrive on opportunities to help clients achieve the outcomes most important to them by clarifying their values, vision, goals and expectations. My focus includes customized retirement income solutions, portfolio design, long term care, disability protection and charitable donations using tax optimized strategies.

A native Cuban, I spend my free time exploring nature and finding new restaurants in the Bay Area – La Bodeguita del Medio in Palo Alto is a favorite. A hike to the top of Mission Peak, a bolero, arroz con pollo and a mojito are the best ingredients for a perfect weekend.

 

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We have individuals registered to offer securities in the states of AZ, CA, CT, GA, MA, ME, NH, OR, PA, TX, VA, and WA. This is not an offer to sell securities in any other jurisdiction. Placing insurance business through 1st Global Insurance Services, Inc. Barbara Holian Kong, CFP® – CA Insurance #0A26929. David R. Davis, CPA/PFS – CA Insurance #0E01220. Frederick Leonard, CPA – CA Insurance # 0D52949. Sheryl Peterson, CPA – CA Insurance #0D84349. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603