Your Trusted Financial Planning Partner
“No family left behind — everyone deserves a financial education and planning.”
With over 11 years of experience in Healthcare Finance and the Insurance industry, Anna brings a wealth of knowledge to the table. She holds Health and Life Insurance licenses, is a Tax Preparer, is pursuing her CPA, and is also a Certified Professional Medical Auditor. Anna specializes in health and life insurances, benefits packages, tax-aware planning, and retirement strategy.
As a first-generation immigrant, Anna understands the complexities of navigating health, insurance, and financial planning. Her personal experiences, from managing mortgages to understanding the nuances of financial independence, have shaped her approach to helping others. Anna embraces the principle of “Paying yourself First” and is passionate about sharing her knowledge to empower others.
When Anna isn’t helping clients achieve financial independence, you might find her running, swimming, hiking, boxing, crafting, or experimenting with new healthy recipes. Her dedication to a balanced lifestyle mirrors her commitment to holistic well-being in all aspects of life.
Anna’s dedication, combined with her extensive experience and personal touch, has earned her a reputation as a trusted advisor in her community. She is passionate about empowering her clients to make informed decisions and achieve their financial goals with confidence.
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