Annasia is a paraplanner who strives to provide personalized client interaction and stellar service! She works with Wealth Managers to help clients identify and implement their goals through holistic financial planning. Annasia earned her Bachelor of Science in Finance from Metropolitan State University in Saint Paul, Minn. She enjoys attending jazz and theatre performances, kayaking, traveling, and spending time with her family in her spare time.
Certifications, Licenses, and Registrations
- LPL Registered Administrative Associate
- Accident, Life, Health, Property and Casualty, and Variable Life/Variable Annuity Insurance Licenses
Education and Training
- Series 7 held at LPL Financial
- Series 66 held at LPL Financial & Great Valley Advisor Group
- Bachelor’s Degree – Finance; Metropolitan State University – Saint Paul, Minn.