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Michael Perez, CFP®, APMA®

Michael Perez, CFP®, APMA®

Private Wealth Advisor

Followers of Michael Perez, CFP®, APMA®866 followers
location of Michael Perez, CFP®, APMA®Atlanta, Georgia, United States

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  • Timeline

  • About me

    Private Wealth Advisor at Ameriprise Financial Services, LLC Windsor Oak Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Education

    • Oglethorpe University

      2007 - 2009
      Professional Financial Planner Program

    • The University of Georgia

      1999 - 2004
      ABJ Advertising

  • Experience

    • Windsor Oak Wealth Management, A Private Wealth Advisory Practice of Ameriprise Financial Services

      Aug 2004 - now
      Private Wealth Advisor

      An Ameriprise Private Wealth Advisory practice

  • Licenses & Certifications

    • CA Insurance License #

  • Honors & Awards

    • Awarded to Michael Perez, CFP®, APMA®
      FIVE STAR WEALTH MANAGER, 2014-2022 - https://www.fivestarprofessional.com
    • Awarded to Michael Perez, CFP®, APMA®
      Forbes America's Top Next Generation Wealth Advisors, 2019 - https://www.forbes.com/top-next-gen-advisors/#643b91756df0
    • Awarded to Michael Perez, CFP®, APMA®
      Forbes Best-In-State Next-Generation Wealth Advisors, 2019 - https://www.forbes.com/best-in-state-next-gen-wealth-advisors/#2e5e3c463cbb
    • Awarded to Michael Perez, CFP®, APMA®
      Qualifying Member - Million Dollar Round Table, Top of the Table - https://www.mdrt.org/about-mdrt/