Head of Accounts
Anna is a native of Zhuzhou, Hunan Province, China. She holds a Master’s in Finance from Drexel University in Philadelphia, Pennsylvania (2014) as well as the Certified Financial Planner and Certified Retirement Planning Counselor professional designations.
A Financial Planning Association (FPA) Diversity Scholarship recipient, Anna is committed to educating others on the importance of diversity within the emerging financial planning profession. Developing the skills and experience needed to serve as a highly qualified global financial planning professional is Anna’s long-term passion. Anna is devoted to provided outstanding client service without the need for product sales or other sales goals.
She is also a student of the culinary arts and explorer of new restaurants. She is fluent in both English and Mandarin.[email protected]