Ashton Perez

Profile of Ashton Perez

Ashton Perez is a Community Outreach Coordinator of Rhode Island Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.

Ashton grew up in the Dominican Republic before later moving to New England. He graduated from Rhode Island College with a Bachelor’s Degree in Finance and a Bachelor’s Degree in Marketing. Due to his unique talents, Ashton was 1 out of 6 hand-selected students from the Rhode Island College School of Business to participate in a Finance Honors group where he co-managed $150,000+ dollars of the school’s funds and re-evaluated its portfolio holdings. He graduated with Honors in Marketing.

Ashton has several years of dedicated, persistent, professional experience in the financial services industry. He strives to provide the absolute best personal service and professional guidance, and his knowledge and expertise has made Ashton an asset to his clients in areas of: Retirement income planning, tax elimination and efficiency, life, disability, and long-term care insurance analysis, college funding, estate planning and savings strategies. Always pushing to enlighten clients on every aspect of their finances and futures, Ashton likes to teach and implement real-world examples and proven methods that can help each individual achieve their goals.  By working with clients to maximize their wealth, Ashton provides professional expertise and knowledge necessary for clients to succeed.

Ashton currently resides in North Providence, Rhode Island where he enjoys playing music. In his free time, Ashton is also a personal trainer and voracious reader.

Ashton Perez

Community Outreach Coordinator of Rhode Island Operations
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