EDUCATION
& EXPERIENCE
Ann
has been a financial planner since February 1985.
She has a degree in history from Cal State
University, Dominguez Hills, and undertook graduate work
in International Relations at the University of
Southern California.
She has a Series 7 registration for securities, a
Series 63, a Series 66, a California Department of Insurance
License, and earned her certified financial
planner designation in 1992 from the College for
Financial Planning in Denver, CO.
Ann is a professional member of First
Affirmative Financial Network.
Ann
teaches a class for Long Beach Parks and
Recreation on investing for women.
She has been interviewed on Lou Dobbs’
Moneyline (CNN), and the Press-Telegram and
Financial Planning Magazine, quoted in various
publications, including the New York Times,
Baltimore Sun, Ticker Magazine, Investment News
and CNNfn.
COMMUNITY
INVOLVEMENT
Ann
is driven by her focus on socially responsible
investing, and is therefore very involved in the
community.
Ann teaches First Aid,
and spends time as an educational volunteer for
the Aquarium of the Pacific. Ann
has also volunteered in Laos and Thailand refugee
camps, and she was an interviewer for Survivors of
the Shoah Visual History Foundation. In
addition, she conducts seminars on socially
responsible investing for non-profit groups.
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