Cheyanne Perez

Client Services Associate

Financial Paraplanner Qualified Professional™

Coordinated | Integrated | Elevated Wealth Management

Customer service is of the utmost importance to me. I enjoy building solid and lasting relationships with our clients, ensuring that everyone feels welcome, comfortable and Confident. I take great pride in working for a team that is ready and willing to assist with all your financial needs. 

Credentials, Experience & Education

  • Financial Paraplanner Qualified Professional™
  • Securities Industry Essentials® Exam
  • Associates in Liberal Arts - Pima Community College
  • 5+ years of customer service experience

Role within Aspire Wealth Partners

  • Paraplanner
  • Manage client requests
  • Account maintenance processing
  • Advisor support

Personal Interests

  • Mom to one boy
  • Born in Washington State
  • Raised in Tucson
  • Exercise/Fitness
  • Sports events - football, baseball, or anything U of A 
  • Country concerts
  • Travel