TOP 10 Chartered financial analyst in Coral Gables, Florida

Frank Perez is a financial advisor at Ameriprise Financial Services, LLC located at 2 Alhambra Plaza in Coral Gables, Florida, United States. Frank Perez holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Perez's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Frank Perez is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and client-centered solutions. Contact Frank Perez for expert financial advice tailored to your specific needs and goals.