Vanessa Ann Perez
Vanessa Ann Perez
Financial Advisor
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Where Partnership Meets Financial Planning
My approach to financial planning comes from a place of service and genuine care. I believe money is more than numbers on a page, it’s a tool that helps you build a life filled with meaning, security, and opportunity.
I start by helping you gain clarity with a clear, honest understanding of where you are today and what’s possible for tomorrow. That clarity naturally builds commitment to goals, confidence building, and shared purpose. And from there comes dedication, a steady, ongoing partnership focused on helping you reach financial freedom in a way that aligns with who...
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