4005 W 41st St
Sioux Falls, SD 57106
+1 (605) 883-1723
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allperez@capitalwealth.com
Allison Perez is an Asset Manager currently based in Sioux Falls, SD. With a solid background in finance and investment management, Allison has spent the past 14 years honing her skills and expertise in this field. She holds the esteemed certification of CFA (Chartered Financial Analyst), which demonstrates her deep understanding of financial analysis and investment strategies. Although not highlighted, it can be inferred that Allison's areas of expertise likely include portfolio management, risk assessment, and asset allocation. In her free time, she enjoys exploring her creative side through pottery and staying active by playing basketball. With a wealth of experience and a passion for her craft, Allison is dedicated to delivering exceptional results to clients through strategic asset management.
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We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.