Anne’s mission is to provide education and coaching to help clients make sound financial decisions, so they can produce a financial future with security and confidence. 

She brings a deep commitment to understand clients’ concerns and uses an integrated approach to manage their finances through all seasons of their lives.

 Her comprehensive financial planning addresses: cash flow analysis, risk management, investment analysis, tax efficient strategies, employment benefits, retirement income planning and estate planning.

Specialization

Anne, along with her professional team, serves clients from diverse background not only in Silicon Valley, but also in other states.  Many clients are busy professionals, executives and small business owners.  Anne is eager to serve clients from multicultural backgrounds and women who are single, divorced or widowed.  Her desire is to empower immigrants and all women to become confident in their finances.

 Anne particularly enjoys helping pre-retirees and retirees with their retirement planning to create sustainable retirement income and to address their long-term care concerns.

 As a CPA with an extensive tax background, she has unique insights to develop a financial plan with tax-efficient strategies.

Background

Anne started her career as an accountant in private industry, then changed her practice to public accounting in taxation after obtained her CPA license in 1999.  When she went through her own family financial planning with Pacific Advisors, she realized the power of planning and the strategies that can improve financial freedom. After she discovered her thirst for learning and passion in helping others to gain confidence and security, she joined Pacific Advisors in 2012 with a goal to make a lasting positive impact in others’ financial lives.

 Anne and her husband live in SF Bay Area and have two adult children.  She supports several charitable and civic organizations and enjoys gardening, dancing, swimming, and spending time with family and friends.

Commitment to Education

Anne has a Master Degree in Business Administration (MBA) from Long Island University in NY.  To ensure her clients benefit from the latest advanced planning strategies, Anne commits to hundreds of hours annually of continuous financial and tax planning education.

 She has Series 6,7 and Series 66 securities licenses and has earned her designations as a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional®.