Ana has 25 years of experience in the financial services industry. Her extensive knowledge of all facets of the financial planning process uniquely positions her to serve both her private and corporate clients. Ana views the advisor/client relationship as a true partnership. Her ability to educate and inform her clients throughout their relationship with her complements her systematic approach to the financial planning process. The result is a diligently formulated plan that considers all of her clients’ personal, family, and professional financial goals.
Ana maintains the series 6, 7 & 63 security licenses as well as Connecticut State life, and annuity licenses. Ana is a fluent speaker of both Portuguese and Spanish.
Her hobbies include gardening, cooking and running.
Ana resides in Wolcott with her 2 children.
