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 Department of Insurance license in California and Nevada, 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 and a member of the Investment Committee of Portfolio Resources Advisor Group, Inc.

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.


PROFESSIONAL AFFILIATIONS

• First Affirmative Financial Network
• The Social Investment Forum
  
• Green America
• Los Angeles Association of Health Underwriters
• Long Beach Non Profit Partnership
• American Red Cross Volunteer
• Products and services for your personal needs and life style.