Ana is a graduate of Vassar College, holding undergraduate and master’s degrees in economics. She speaks five languages (English, Spanish, Italian, French, and Portuguese) and holds the CERTIFIED FINANCIAL PLANNER™ designation, among various securities registrations and insurance licenses.
Ana began her career in investment banking in London where she worked with European central banks, governments, and corporations as well as high net worth individuals.
Ana primarily serves women professionals, business owners, family offices, defined contribution plans, and international residents in the US. Her ability to convey sophisticated financial concepts in the client’s native language helps the clients feel more comfortable.
Ana serves on the board of the Junior League of Boca Raton Endowment Fund, the advisory board of a regional hospital, and chairs the alumni admissions effort for Vassar College in South Florida.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member of FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 7700 W Camino Real, Suite 300, Boca Raton, FL 33433. Tel 561-241-5488.
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. For more disclosures see our website: https://www.sfsfirm.com/