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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 success.

My husband Joel and I have been living in Tri-cities, WA for over a decade where we planted roots after leaving the Marine Corps. Joel attended Washington State University-Tri-cities where he got a degree in Viticulture and Enology. He has been involved in the wine industry in some form since graduating. We have two awesome kids who attend St. Joseph Catholic School, where we spend a lot of our volunteer time. Otherwise, we try to do everything outdoors like paddleboarding, skiing, hiking, and camping. Traveling and exploring new parts of the country and world are passions of ours.

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

Meet My Team

Navigated Wealth Advisors

Navigated Wealth Advisors

Title: Team Practice
Website: https://connect.thrivent.com/navigated-wealth-advisors

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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.

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Designations

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

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