Professional Profile: Alison Perrin, 2013

August 15, 2013 - Connecticut
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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