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Anna Macias, CFP®, CIM®, CDFA™

Wealth Advisor


Anna has spent many years in the financial services industry and provides an in-depth knowledge of investment management. Anna holds multiple designations including that of a Certified Financial Planner™ or CFP®. Anna also holds the designation of Chartered Investment Manager (CIM®), which provides our clients with insight into portfolio analytics and investment strategies.
In addition, Anna has achieved the Certified Divorce Financial Analyst® (CDFA™) designation, which enables our team to provide investment advice for those going through the difficult time of separation and divorce.
Insurance products available through Anna Macias.
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