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Our Team
Dana
Anspach |
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Dana M.
Anspach, CFP® is a principal of Wealth Management
Solutions as well as a financial advisor. Her area of expertise is
working with pre and post retirees who have a need to generate
income from their assets. She recognizes that these clients have
unique needs, as they can not easily go back to work to recoup
portfolio losses.
She has
been practicing since 1995, previously working as a district manager
at Waddell & Reed and as a financial advisor with Merrill Lynch in
Colorado. This experience led her to pursue fee-only financial
planning as the only way to offer truly unbiased advice.
Dana
moved to Arizona in 2001 to manage the wealth management division of
a local CPA firm, a position which allowed her to work with many
small business owners, assisting with business transition and estate
planning concerns.
For the
past three years, Ms. Anspach has been invited to speak at a Fortune
500 company on the topics of short-term retirement planning and
investing for income. Dana has been quoted in the Journal of
Financial Planning and published in the Express Network
Newsletter for the American Business Women’s Association.
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us to schedule an appointment |