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Empowering Business Owners through Comprehensive Planning with Sal Perez | Financial Planner Search
In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee, Florida, to building a national wealth management firm. Sal discusses how his Hispanic background, where money was often considered a taboo subject, inspired his "calling" to improve financial literacy and help others reach their goals. His practice specializes in serving early to mid-stage business owners and entrepreneurs, moving them from reactive "after the fact" tax situations to proactive, comprehensive financial strategies. Sal…
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