Anna is a Wealth Advisor at Bridgewealth Advisory Group. She assists Kevin Hook with his clients and helping with assisting in the many capacities of client management, planning, and directly working with Bridgewealth clients to achieve their financial goals & objectives.
She received her Bachelor of Science degree in Marketing from California State University Fresno. She has been a registered Financial Advisor since 2014 and enjoys working closely with clients in achieving their financial goals. She also obtained her General Securities Principal license and has experience overseeing operational, compliance, trading, and sales personnel. She holds a Series 7 securities license, a Series 66 license, and Series 24 license.
Anna enjoys traveling and spending time with her family and friends. She loves attending live concerts and being outdoors.