l've loved working as a Financial Advisor for the past ten years. l'm excited to now be a part of the
personal financial planning field and look foruard to working with clients every day. Every client brings
something new to our firm and I love the challenge of helping them map out a plan for themselves.
Ann is inspired by the ability to work with numbers and finance, and to help clients understand those
numbers. She works with new and existing clients to prepare financial plans that meet their current
goals and future plans. Ann also works with clients to assist them in determining the time to claim
Social Security benefits. She can also advise on college savings plans, annuities and Medicare.
One of Ann's most satisrying things is to work with a client pre-retirement and then help them through
the retirement process. lt's very rewarding to see them adjust to their new financial realiw as a retired
person.
Ann has a BS in Finance from Boston University, an MBA from Cal State Long Beach and a certificate in Personal Financial Planning from UCLA. She has been a CERTIFIED FINANCIAL PTANNER '" (CFpo) since 2015. She is also an active member ofthe Financial planning Association, Los Angeles Chapter.
Ann grew up in the Pacific Northwest. She and her husband Victor have lived in Torrance for more than 30 years. She and Victor are avid snow skiers during the winter. They also enjoy international travel and
have been to New Zealand, ltaly, Spain, Argentina, Chile, peru, Slovenia and Portugal.