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