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Ana Salas

Ana Salas

Wealth Manager Assistant

Wealth Manager Assistant, Ana Salas is originally from Lincoln, Nebraska and was raised in Lima, Peru. She graduated from Universidad de Lima in Peru with a bachelor's degree in Business in 1997. She returned to the States in 1999 and in 2000, she took a starting position at a Financial Planning firm where she developed her skills and knowledge of the Financial Services Industry. Ana is a CERTIFIED FINANCIAL PLANNER® practitioner and holds Series 6,7,63 and 66 registrations through LPL Financial and is also Life and Health Insurance Licensed in Texas. She is a member of the Financial Planning Association. Ana enjoys traveling, going to the beach and watching movies.

 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.