Name: Alison Perrin, CFP
Title: Registered Investment Advisor
Company: Perrin Financial
Location: 400 Baileyville Road, Middlefield, CT
Place of birth: San Francisco, CA
Family: Husband, Adam Perrin, MD - Faculty at U Conn Medical School; Son, Benjamin Perrin - 2013 graduate of Colby College - Working at Qualidigm; Daughter, Rebecca Perrin is a student at Tufts University - works at Saint Clements Castle
College: Mount Holyoke College
First job unrelated to your current field: Actuarial Student at BCBS of Michigan
First job in current field: Horizon Financial
What your firm does now and its plans for the future? I serve business owners, professionals, pre-retirees and retirees. I have been awarded the prestigious Five Star Wealth Manager Award in 2012 and 2013. I have a unique system and a step-by-step process that enables me to determine which solution my client needs in order to help them achieve their financial goals.
Hobbies: Skiing, reading, cooking
Favorite novel: "Life of Pi"
Favorite movie: "Amadeus"
Keys to success: Focus on finding a solution that will work for the client.
Person(s) you most admire (outside of family): Malala Yousufzai
If you had to choose a different profession, what would it be? Travel Writer
Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.