Skip to main content

Our financial advice team


Michael J Perez, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Michael J Perez

CFP®, CAP®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Best Life Financial Group
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 28 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Christian Financial Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CAP® Chartered Advisor in Philanthropy®
  • CKA® Certified Kingdom Advisor®

Education

  • B.S. Business Admin. (Accounting), 1987, The Ohio State University

Awards & recognition

  • Best Life Financial Group, Ameriprise Client Experience Award, 2020, 2021

Professional associations

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I'm involved with Forever Changed International, the organization that facilitated the adoption of my daugher, Lola back in 2003. I'm also an active member of Discover Christian Church in Dublin, Ohio. I am currently the Coordinator of the Stewardship and Generosity Ministry.

Interests

  • As a self-trained gourmet cook, I love to cook for friends and family.
  • I enjoy spending time during the summer at our house on Buckeye Lake.
  • I love to travel with my family. We have lots of amazing trips planned for the future!
  • I love following my daughter Lola's adventures. She is attending Xavier University. Go Musketeers!
  • I am a Distinguished Toastmaster.
  • I start most days by swimming at the local fitness center. It is a great way to start the day!
  • I am energized by coaching and mentoring the next generation!