Let’s Co-Author Your Financial and Retirement Story

Hi, I’m Abe. It’s Nice To Meet You!

Founder and Financial Advisor Abe Perez is dedicated to helping clients achieve their version of financial success through trusted, custom guidance and one-on-one support. He believes everyone should be empowered to write their own life stories, which is why he focuses on providing the tools and resources his clients need to be successful.

Abe has more than 10 years of financial advisory experience. Prior to founding Narativ Retirement, he was an advisor at B.O.S.S. Retirement Solutions, where he worked to develop new client relationships and implement custom solutions. He was also an advisor at Becker Retirement Group, where he helped clients simplify their financial lives, make smarter decisions, and get closer to achieving their goals.

Abe has a bachelor’s degree in landscape architecture and geographic information systems from Arizona State University. In his free time, Abe enjoys snow shoeing, hiking, reading and playing guitar with his son.

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Don’t let uncertainty hold you back from your future retirement goals.

Your financial goals matter, and we’re here to help you achieve them! Contact Narativ Retirement to schedule a complimentary, no-obligation consultation. Let’s write the next chapter of your financial life.

Address:

10333 NE 1st St.

Unit 148

Bellevue, WA 98004

Phone:

(833) 627-2848

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered by registered individuals through CreativeOne Wealth a Registered Investment Adviser. CreativeOne Wealth and Narativ Retirement, LLC are unaffiliated entities.

Insurance products and services offered through Narativ Retirement, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency. Marketing materials provided by CreativeOne.

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