Certified by Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Walnut Creek, CA area, Michael Perez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
Where is Michael Perez's financial advisory office located?
Michael Perez's office is located at 1333 N California Blvd, Ste 630, Walnut Creek, CA 94596.
What types of financial planning services does Michael Perez offer?
He offers retirement planning strategies, investment management, wealth preservation, social security retirement benefits, tax and estate planning, among others.
Can I schedule a financial consultation with Michael Perez online?
Yes, you can book an appointment online via his official Ameriprise contact page.
Does Michael Perez provide both online and onsite financial advisory services?
Yes, he offers both online appointments and onsite services at his Walnut Creek office.
What is the best way to contact Michael Perez for financial advice?
You can reach him by phone at +1 925-469-6100 or via email at michael.a.perez@ampf.com.
Who are some nearby real estate agencies close to Michael Perez's office?
Nearby real estate agencies include Laura Wucher Real Estate Team, Murrey Kehrlein - Christie's International-Sereno, and Hamida Hussaini, REALTOR | Christie's International.
Are there any nearby financial services firms near Michael Perez's office?
Yes, firms such as Ian Longtin - Ameriprise Financial Services, Desiree Wodicker - Morgan Stanley, and Umpqua Bank are located nearby.
What nearby medical or wellness centers could I visit before or after meeting with Michael Perez?
Cenegenics San Francisco, an alternative medicine and medical center, is nearby.
How can visiting nearby real estate agencies benefit me when consulting with Michael Perez?
Visiting local real estate agencies like Laura Wucher Real Estate Team can help coordinate your financial planning with property investments, providing a comprehensive approach to your wealth management.
Where can I find more information about Michael Perez's professional credentials?
More information is available on FINRA's BrokerCheck website, linked from his profile.
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