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Michael J Perez

An Ameriprise Platinum Financial Services® Practice
CPA, Senior Financial Advisor
(614) 396-3800

Worthington, OH 43085
michael.j.perez@ampf.com


Contact Information


(614) 396-3800
150 E Wilson Bridge Rd
Ste 100
Worthington, OH 43085
CARBETTA, WILLIAMSON, PIERCE, PIQUERO & PEREZ , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/michael.j.perez

My Philosophy

I've been helping people reach their goals for 18 years.

Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track> ®. It starts with your dreams supported by a strategic plan that covers your needs based on your entire financial situation. Once CARBETTA, WILLIAMSON, PIERCE, PIQUERO & PEREZ establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We’ll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals.

Because we work as a team, our practice offers depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team is supported by professionals with backgrounds in many fields, so you’ll understand and feel comfortable with the guidance you receive and the strategy you develop with your advisor.


Interests

  • I have been doing yoga for 9 years.
  • I am a self-trained gourmet cook.
  • I spend summers at our island cottage on Buckeye Lake.

Community Participation

I'm involved with All God's Children International, the organization that facilitated the adoption of my daugher, Lola. I'm also an active member of Discover Christian Church in Dublin, Ohio.


Experience

Qualifications

  • Senior Financial Advisor
  • Bachelor of Science Degree

Professional Associations


Areas of Focus

  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving

License Information

I am licensed and registered to conduct business in OH.

Based on licenses and registrations I hold, I may also conduct certain business in KY, PA, TN, SC

CA Insurance #OF48930

My Location