Broker Check

Anne Ding

CFP®, CPA, RICP®, CLTC®, MBA 

Financial Advisor 

 anne_ding@pacificadvisors.com 

(408) 392-7802

For over a decade, Anne has dedicated her career to providing education and coaching to help clients make sound financial decisions, enabling them to secure a confident financial future. 

In 2023, Anne was recognized by Forbes as a Best-in-State Top Financial Security Professional, a testament to her experience and commitment to excellence in the field. 

Anne is deeply commitment to understand clients’ goals and concerns.  Her comprehensive financial planning services include: cash flow analysis, investment management, risk management strategies, retirement income planning, social security optimization, long term care solution, business succession planning, tax-efficient strategies, and estate planning.  

Specialization 

Anne, alongside her professional team, serves clients from diverse backgrounds.  Her clients are busy professionals, executives, small business owners and happy retirees.  She is particularly passionate about empowering clients from multicultural backgrounds and women who are single, divorced or widowed to feel confident in their financial decisions. 

Anne finds particular joy in assisting pre-retirees and retirees with retirement planning, helping them create sustainable retirement income and addressing their long-term care needs. 

 As a CPA with an extensive tax background, Anne possesses unique insights that allow her to develop financial plans incorporating tax-efficient strategies.  

Background 

 Anne began her career as an accountant, earning her CPA license in 1999.  Her personal experience with family financial planning through Pacific Advisors highlighted the power of strategic planning to improve financial freedom.  Inspired by this, Anne 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 holds a Master’s 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 in continuous financial and tax planning education. 

 She has Series 6,7 and Series 66 securities licenses and has earned designations as a CERTIFIED FINANCIAL PLANNER, RICP® (Retirement Income Certified Professional) and CLTC® (Certification for Long-Term Care). 

PATH OF CONFIDENCE ™ 

A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan. 

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DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?

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CONFIDENCE BEGINS WITH ORGANIZATION 

At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance. 

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The annual Forbes ranking of Top Financial Security Professionals Best-in-State 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results https://www.forbes.com/profile/anne-ding

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ:2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Not practicing CPA for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0C20772. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.