Vanessa Ann Perez
Vanessa Ann Perez
Financial Advisor
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About Vanessa Perez
I'm proud to call myself Thrivent financial professional. After several years in various industries, I discovered a passion in helping people through thoughtful conversation and creative solutions. Getting to know you and your hopes and dreams allows me to create a holistic financial plan, by providing meaningful guidance that aligns with your values. By partnering with me, you are not only finding ways to use your money as a tool but also finding ways to impact your community. Giving back to the causes that mean the most to you is part of the practice to financial...
My qualifications
- Bachelors of Biology, Rensselaer Polytechnic Institute
- Masters of Biology, Johns Hopkins University
- General Securities Representative
- Investment Adviser Representative
- Securities Industry Essentials
- CA Insurance Lic. #4431420
My state licenses
- Alaska
- Arizona
- Montana
- Oregon
- Washington
Office location
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
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