Nic Perez

Partner at Moneta Group

As a Partner on the Diederich Simmons Perez Team, Nic serves as advocate and trusted advisor for entrepreneurs, business owners, multi-generational families and emerging affluent to simplify complex matters and navigate the ever-changing future. Nic has extensive experience finding creative solutions in tax, business, and estate matters that make a meaningful difference in real time and across generations. Nic enjoys building long-term, meaningful relationships with clients and extended family members.

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Moneta Group

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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.


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201-500

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