Anna’s career in financial services began shortly after graduating college in 2007. Her background in teaching and working previously in 1031 real estate exchanges provided a natural transition into financial planning and wealth management.
She discovered a passion for educating and empowering her clients through different stages of life and career. As clients experience changing career paths, divorce, financial windfalls, retirement, growing families, education costs, or other “life events”, Anna maintains a deep appreciation and respect for how financial wellness & confidence play an integral part in assisting the financial advisors in helping clients navigate through each event.
Anna holds her series 7 and 66 registrations held through LPL Financial. She has her life and health insurance license in the state of CA, #0G07857 is a Registered Administrative Assistant with, and Securities offered through LPL Financial, Member FINRA/SIPC.
Anna joined Sequoia Wealth Advisors & LPL Financial in 2021 and assists the financial advisors as they provide clients a range of services including; retirement planning, investment management, insurance planning, college planning, employee equity compensation, and portfolio analysis & diversification strategies.