Vanessa Perez
State(s) Licensed: CA Insurance Lic. #4431420, MT, OR, WA
8350 West Grandridge Boulevard Suite 200
Kennewick, WA 99336
State(s) Licensed: CA Insurance Lic. #4431420, MT, OR, WA
Service-Driven Financial Guidance - Growing and Protecting your Wealth while Empowering your Community
Clarity | Commitment | Dedication
My philosophy is rooted in the core values of service, strategy, and stewardship—applied to financial planning. I believe that financial success isn’t just about accumulating wealth; it’s about using your resources with purpose and wisdom to create a meaningful and fulfilling life.
I take a purpose-driven approach, starting with clarity—helping you gain a complete understanding of your financial situation. With clarity comes commitment—the confidence to set a course toward your goals with thoughtful planning and perseverance. Finally, dedication—the drive to achieve financial freedom, allowing you to live, give, and serve in ways that align with your values.
With a strong emphasis on education and communication, I am dedicated to empowering you with the knowledge and tools needed to take control of your financial future.
Together, we can build a strategy to help you:
- Save for retirement in a tax-efficient way
- Invest wisely toward your goals
- Protect your income and those who matter most
- Secure guaranteed income in retirement
- Give back to the people, places, and causes that inspire you
- Save for education for yourself or your children
- Leave a lasting legacy
- Explore tax strategies that align with your goals
Through commitment, service, and strategic action, I’ll help you build a financial future with confidence and a sense of reassurance.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Kennewick Office
- Phone:
- 509-567-3090