Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Charitable Giving
  • Tax Planning Strategies

Awards & recognition

  • Anthony Perez, Forbes Best-in-State Wealth Advisors, 2021
  • Anthony Perez, Better Business Bureau, 2010-2021
  • Anthony Perez, Five Star Wealth Manager, 2014-2016 2018-2021
  • Orchard Financial Group, Ameriprise Client Experience Award, 2020
  • Anthony Perez, Ameriprise Circle of Success, 2012-2020

Community participation

We are committed to giving back to the community in any way possible. Feel free to join us as we tackle issues that are relevant to the ones we love and care about.

  • The Los Angeles Downtown Women's Center
  • Feeding America
  • Greater Los Angeles MS Walk
  • The Invest in Others Charitable Foundation
  • Heal the Bay Coastal Cleanup