San Antonio, TX Office

Peter Perez is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Guardian Life Insurance Company, Principal Funds Distributor, and New York Life Insurance Co. Outside of finance, he was involved with AA Rated Lawn and Haus. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with both brokerage and advisory services, offering multiple proprietary and third-party investment programs along with financial planning and consulting solutions.

Harvinder Sahni is a financial advisor at Guardian Life with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including MassMutual, Cetera, and New York Life. He is also a partner in Maximus Benefit Partners, an outside business focused on health insurance. Guardian Life, through its subsidiary Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.