Alison Perez is proud to serve her community as a local Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER®, helping clients navigate their financial journeys with confidence. Raised in Grand Forks, North Dakota, Alison began her career in finance in 2007, quickly discovering her passion for making a meaningful difference in the lives of others. She works closely with individuals and families to guide them through important financial milestones—whether planning for retirement, saving for a child’s education, or navigating major life transitions.
Alison’s approach is centered on education, open communication, and personalized advice. She believes that informed clients make confident decisions, and she is committed to helping reduce financial stress so her clients can focus on what matters most. She looks forward to learning about each client’s unique goals and supporting them on their path toward financial independence.