Preparing for Life’s Goals
Alison Perez’s passion for financial services drives her dedication to serve clients. Her expertise and preparation helps clients to define, plan for and reach their financial goals at all stages of life. From financing a home to saving for children’s education or planning for retirement, Alison tailors solutions to help clients build and manage their personal finances
Each stage of life carries unique financial challenges and opportunities. Alison assists clients to meet their financial goals at every stage.
Areas of Expertise
- Mortgage lending
- Consumer lending
- Retirement planning
Education and Professional Credentials
- Bachelor’s degree / Communications with a Public Relations Emphasis – University of North Dakota
- Securities Registrations (7, 66)*
- LPL Financial Advisor
- Life and Health Licensed in North Dakota
The Rest of the Story
Alison Perez knows that sound financial planning will assist clients in reaching their life goals. She’s helped clients with first homes, vacation homes, saving for college, as well as retirement and other life events.
With a passion for parenting and spending time at the lake with family, Alison applies that same commitment, planning, preparation and enthusiasm when advising clients on planning for their financial future. Wherever your unique path leads, she works to help you reach your financial goals.
American Federal Bank and American Federal Investments are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured American Federal Bank deposits and are not FDIC insured. These products are not obligations of American Federal Bank and are not endorsed, recommended or guaranteed by American Federal Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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