Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Small Business
  • Tax Planning Strategies
  • Domestic Partner Planning

Awards & recognition

  • Orchard Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Anthony Perez, Forbes Best-in-State Wealth Advisors, 2021-2022
  • Anthony Perez, Better Business Bureau, 2010-2021
  • Anthony Perez, Five Star Wealth Manager, 2014-2016 2018-2021
  • Orchard Financial Group, Ameriprise Client Experience Award, 2020-2021
  • Anthony Perez, Ameriprise Circle of Success, 2012-2021

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