Anthony A. Perez,  CFP<sup>&reg;</sup> - Financial Advisor

Anthony A. Perez, CFP®

MBA, AIF

Private Wealth Advisor

Ameriprise

12400 Wilshire Blvd, Ste 1210
Los Angeles, CA 90025
FINANCIAL ADVISOR'S WEBSITE
(310) 582-3500 CONNECT WITH Anthony
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General

Anthony Perez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise in Los Angeles, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Other - CRPC, AAMS

Insurance Licenses

  • Life insurance: 0E05396

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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