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.