Michael J Perez
CFP®, CAP®, CKA®
Private Wealth Advisor
Certified Kingdom Advisor
Best Life Financial Group
This number may include years as a financial advisor, and/or experience as a registered representative.
5.0 out of 5 rating based on 28 reviews
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
CFP® CERTIFIED FINANCIAL PLANNER™
CAP® Chartered Advisor in Philanthropy®
CKA® Certified Kingdom Advisor®
- B.S. Business Admin. (Accounting), 1987, The Ohio State University
Awards & recognition
- Best Life Financial Group, Ameriprise Client Experience Award, 2020, 2021
- 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!