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Vanessa Ann Perez

Advisor Image
Vanessa Ann Perez
Financial Advisor
.
FIC
Part of the Navigated Wealth Advisors practice
Women's Markets
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
The Story Behind Our Partnership

I’m proud to be a Thrivent financial professional, and even more proud of the path that brought me here. I spent several years exploring different industries, from healthcare to energy production, and each experience taught me something important. Over time I realized that the part of every role I loved most was connecting with people and helping them work through meaningful decisions. That clarity led me to this work, where I can focus on understanding each person’s goals and creating thoughtful, practical solutions that make their lives better.

Where Partnership Meets Financial Planning
Where Partnership Meets Financial Planning

My approach to financial planning is grounded in service, education, and open communication. I see money as a tool that helps you create a life with meaning, security, and opportunity. My hope is that you feel supported, heard, and empowered to make decisions that reflect your values. As partners, we’ll build a personalized strategy together to help you…

  • save for retirement,
  • invest with intention,
  • protect your income and loved ones,
  • create reliable retirement income,
  • support the causes that matter to you,
  • plan for education,
  • leave a lasting legacy,
  • and explore tax‑smart opportunities that align with your goals.

I want to help you build a financial path that feels intentional and secure so you can look to the future with confidence and peace.

A Little More About Me
A Little More About Me

My husband, Joel, and I have called the Tri-Cities, WA home for more than a decade. After leaving the Marine Corps, this is where we planted our roots and built our life together. Joel went on to study Viticulture and Enology at Washington State University–Tri-Cities, and he’s been connected to the wine industry ever since.


We’re raising two awesome kids who attend a school part of the Kennewick School District, where you’ll often find us volunteering or cheering at school events (Marimba and Orchestra to be exact). When we’re not there, we’re usually outside paddleboarding, skiing, hiking, camping, or just finding any excuse to get fresh air. We also love exploring new places, like a quick weekend road trip or an adventure around the world.


At the heart of everything I do, professionally and personally, is a desire to serve, build relationships, and walk alongside others as they pursue lives filled with purpose, generosity, and joy.

Education & Accomplishments

FINRA Series 66 Uniform Combined State Law Exam

FINRA Series 7 General Securities Representative Exam

Life and Health Insurance Licenses

B.S. Bioinformatics, Rensselaer Polytechnic Institute

M.S. Bioinformatics, Johns Hopkins University

My qualifications
  • Bachelors of Biology, Rensselaer Polytechnic Institute
  • Masters of Biology, Johns Hopkins University
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Alaska
  • Arizona
  • California(Insurance Lic. #4431420)
  • Idaho
  • Montana
  • Oregon
  • Washington

Insights

Updating your life insurance: 7 life events that may affect your coverage
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
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Future you is giving you a high five.​ Getting life insurance in your 20s may help you lock in lower premiums and build financial protection early for your loved ones.​ Let's make life insurance make sense for your finances now and in the future.​ See thrivent.com/social for important disclosures.
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A new baby can change your everything (including your finances).​ Let’s review your life insurance coverage to help make sure your growing family is protected.​ See thrivent.com/social for important disclosures.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Raising Financially Confident Kids | Kennewick image
Raising Financially Confident Kids | KennewickOct 9, 2026, 1:00 AM UTC
8350 W. Grandridge Blvd., Suite 200, Kennewick, WA 99336
Raising Financially Confident Kids is for parents looking for practical ways to teach money lessons to last a lifetime.It’s always a good time to talk with your children about money – whether they’re toddlers or teens. This event is for parents looking for practical ways to teach money lessons to last a lifetime.Use daily routines like grocery shopping to spark money talks.Make money ‘real’ with hands-on tools like saving jars and budgeting apps.Teach delayed gratification with simple lessons on setting goals and patience.No products will be sold.Ericka Young is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Ericka Young are their own and not necessarily those of Thrivent or its affiliates.See thrivent.com/social for important disclosure information.This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.8562424.1
View all events→
Office location
Kennewick Location
8350 West Grandridge Boulevard Suite 200
Kennewick, WA 99336
Phone509-567-3090Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations