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My Background

As a New York Life agent, I’ve always believed that most people want to do what’s right—for themselves, for their families, and for their communities. That belief is one of the reasons I joined the company in 2023. After spending five years in real estate, I realized I wanted to build something more lasting—something that would allow me to help people protect what matters and prepare for the future. Financial services was the perfect fit.

In many ways, I’m following in my father’s footsteps. He’s been a financial professional with New York Life for nearly two decades, and growing up, I saw the impact he made in people’s lives. Now, I have the chance to do the same—working alongside him & helping individuals, families, and business owners across Texas gain clarity and confidence in their financial decisions.

I’ve lived in San Antonio for almost a decade, and I’m proud to serve both this community and the Rio Grande Valley. I know what it’s like to juggle family, work, and long-term goals, which is why I bring a practical, client-first approach to every conversation—whether we’re talking about life insurance, retirement planning, income protection, or legacy building.

I hold a B.S. in Psychology from the University of Texas Rio Grande Valley, and I’ve completed New York Life’s training through NYLIC University. But what really sets me apart is my commitment to doing right by the people I serve. It’s not about pushing products—it’s about building relationships and helping people make informed, confident decisions.

If you’re looking for someone who takes the time to understand your situation and guide you toward smart, long-term strategies—I’d be honored to connect.

1Awarded by New York Life Insurance Company for outstanding sales achievements. 


2Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

Ready to work with you – now and into the future.

Allow me to introduce on more personal level complete the form below and we'll discuss what value New York Life and I can bring value to your financial strategies.

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Disclosure

Gilberto Perez III is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, and TX. No insurance business may be conducted outside the states referenced.

Gilberto Perez III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2800 W Trenton Rd Ste 2812a, Edinburg, TX, 78539, 956-630-9140. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.?

For more information about NYLIFE Securities LLC and its investment professionals.

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