668 S Eastbury Ave.
Covina, CA 91723-3315
Satellite Offices: Coachella Valley, CA; Las Vegas, NV
626-967-7788 Office • 626-967-7710 Fax • 877-9LANDER Toll-Free
Professional Focus and Services:
Ann specializes in socially responsible investing. She believes in planning for the long term, and feels that diversification is important in any portfolio. Keeping all your eggs in one basket is good if you’re cooking an omelet; if not, you could have quite a mess on your hands.
Some of Ann’s areas of focus are:
Socially and environmentally responsible investing
Asset management services
Investment policy statements
Fee-based financial planning and consulting services
403(b), 401(k), SEP, Simple and individual retirement plans
Real Estate Investment Trusts (REITs)
Group employee benefits
Group and individual health and disability insurance
Life insurance, tax, retirement and estate planning
Long term care insurance
Your initial consultation is without fee or obligation. Depending upon suitability, we will develop an ongoing working relationship together on a fee basis, a commission basis or a combination of the two.
Selling Group Member, First Affirmative Financial Network, LLC
Registered Representative, Portfolio Resources Advisor Group, Inc.
Custodial Affiliation: Charles Schwab & Co., TD Ameritrade and Pershing LLC
Member, Los Angeles Association of Health Underwriters
Member, Green American
Education and Experience:
Ann has been a financial planner since February 1985. She has a degree in history from Cal State University, Dominguez Hills, and attended the University of Southern California graduate program in International Relations. She has a Series 7 Securities License, a Series 63, 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, Colorado. She is a selling group member of First Affirmative Financial Network, LLC and her broker/dealer is Portfolio Resources Advisor Group, Inc.
Ann has been teaching a class for Long Beach Parks, Recreation and Marine since 1998 on investing for women. She has been interviewed on Lou Dobbs’ Moneyline (CNN), and quoted in various publications, including the New York Times, Baltimore Sun, Ticker Magazine, Investment News, and CNNfn.
Ann did volunteer work in refugee camps in Laos and Thailand. She was an interviewer for Survivors of the Shoah Visual History Foundation. She conducts seminars on socially responsible investing for non-profit groups, and pre-retirement seminars for corporations.