News: Connecticut

Professional Profile: Alison Perrin, 2013

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
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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.
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