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

Michael A. Perez, CFP®

CRPC®

Private Wealth Advisor

Ameriprise Financial Services, LLC

One Securities Centre, 3490 Piedmont Rd NE, Ste 1005
Atlanta, GA 30305
FINANCIAL ADVISOR'S WEBSITE
(404) 464-7150 CONNECT WITH Michael
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General

Michael Perez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

Life is a series of transitions. Many are positive and planned for: graduating, buying a home, creating a family and building a career. Other events are unexpected and require thoughtful responses: divorce, loss of a loved one or a health or job crisis. Whether you're celebrating or adjusting to your most recent transition, I can help you identify your financial options and plan for your financial future.

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Financial Advisor Experience

14 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources