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Mindy Perez

Mindy Perez

Financial Planner and Business Manager


You could say that Mindy gets a bit excited when it comes to helping guide her clients to unexpected results. Driven by helping those around her, Mindy helps ensure that the plan feels right and not forced. With years of one and one consulting, Mindy has made it her priority for clients and guests to feel confident and informed. Coming from a field of those wanting to see results and see it fast, Mindy and Craig work together to bring people’s future to the present and guide them through a one and one approach for the most fiducial and personalized results.

Contact Mindy for questions on your overall retirement plan, your initial retirement planning process, or business aspects of Smart Financial.

  • B.S. in Exercise Science from Brigham Young University
  • Series 65 licensed – Investment Advisor Representative (Fiduciary)
  • Life & Health Insurance Licensed
  • CLTC – Certified in Long-Term Care
  • RICP – Retirement Income Certified Professional May 2020
  • Notary Public

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