Anthony Perez

MBA, CFP®, AAMS®, CRPC®

Private Wealth Advisor
Managing Director of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

Serving you in these unprecedented times

I am committed to keeping my clients informed and providing you with the latest perspectives on the current market and economic conditions, as well as personalized advice to help with your individual needs. I am available to answer any questions you may have during these difficult times.

  • Meet with me – I meet with clients by phone or online and would be happy to do so with you.
  • Access your accounts – you can securely access your accounts anytime from any device through the secure site on ameriprise.com or the Ameriprise app.
  • Listen to the latest audiocast, below in the video gallery, or visit the Insights tab for the latest information and perspectives related to market conditions

My thoughts are with my clients and our community. Please take care of yourselves and those around you.

Honored to be recognized in Forbes

I’m excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

My videos

7 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)