Anne founded Family Wealth Counseling with over 25 Years in the insurance and financial industries. Anne’s experience includes having founded an independent financial planning practice and serving as an executive of a prominent insurance brokerage firm. She has served on the Boards of Lomita-Torrance Rotary and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS). Anne also has the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners, the Certified Private Wealth Advisor (CPWA®) from IMCA, the Certified Financial Planner (CFP®) designation from the CFP Board, and the Certified Kingdom Advisor (CKA®) designation from Kingdom Advisors. She is a Registered Representative, Investment Advisor Representative (Series 7, and 66) and holds California Life and Health License #OA85633 and Texas Life and Health License #1930491, among other state life & health licenses. When Anne isn’t working, she enjoys spending time with her husband, two adult daughters, and two granddaughters.
DISCLOSURE: Check the background of this firm and/or financial professional on FINRA’s BrokerCheck. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Family Wealth Counseling is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5- KESTRA (844-553-7872) Investor Disclosure: https://Bit.ly/KF-Disclosures.
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