Vanessa Ann Perez, in Kennewick WA

Vanessa Ann Perez

Financial Advisor

FIC

Part of the Navigated Wealth Advisors practice

8350 West Grandridge Boulevard Suite 200
Kennewick, WA 99336

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

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

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

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What could your future look like with the right plan? Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone. Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals. See thrivent.com/social for important disclosures.

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The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.

Looking at this ship got me thinking... Maybe your financial challenge this week is to trade in your yacht for a slightly smaller yacht. If that is not practical, you could try swapping one product you buy regularly for a less expensive version instead. This week's habit is simple: ⚓ Swap one name brand item for a store brand ⚓ Try a less expensive grocery item you buy every week ⚓ Compare subscriptions and downgrade one plan ⚓ Look for a generic version of a product you already use Most financial progress does not come from dramatic changes. It usually comes from small course corrections made consistently over time. And who knows? Saving a few dollars on your coffee creamer, peanut butter, or streaming service today might help fund a future adventure! Probably not a yacht. But maybe a boat ride. 😉 ⬇️ Hi, I'm Vanessa. I'm a Marine Veteran and a Thrivent Advisor. I help individuals at every stage of life define and achieve their goals, whether they're just starting their financial journey or preparing for retirement. The more we understand our objectives and align them with our values, the stronger we become as partners, parents, business owners, leaders, and neighbors. See thrivent.com/social for important disclosure information.

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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

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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