ADVISOR BIO

Ann Valerie Wong-kruse is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Ann has been working in the financial services industry since 1985. Ann is licensed to conduct securities business in multiple states including Arizona, California, Colorado, District of Columbia, Georgia, Hawaii, Illinois, Indiana, Massachusetts, Nevada, New York, North Carolina, Oregon, South Dakota, Tennessee, Texas, Utah, Virginia, and Washington. Ann holds Series 7, Series 63 and SIE licenses. Ann is also a registered Investment Advisor in California and Texas. Ann provides investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Ann Felkner Cheu is a registered investment advisor with Sageview Advisory Group, LLC. Ann has been in the industry since 1999. Ann has a Series 6, Series 7, Series 63 and Series 65 license. Ann has worked for several other firms, including ALPS Distributors, Inc., MMC Securities Corp., and Mercer Securities, Inc.. Ann specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Ann Huchingson is an investment advisor representative at Assetmark, Inc. located in CONCORD, CA. Ann has been in the industry since 2008 and has held prior roles at Capital Advantage, Inc. and as a Self-Employed individual. Ann is a registered Investment Advisor with the state of California and has passed the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Ann Marie Lucchesi is an active investment advisor representative with SVB Wealth. Ann Marie is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Ann Marie's current role is MD Enterprise Relationship Manager with Silicon Valley Bank. Prior to this, Ann Marie has worked with various well known financial institutions, including RBC Dain Rauscher Inc., W.R. Hambrecht + Co., LLC, Prudential Securities Incorporated, and Volpe Brown Whelan & Company, LLC. Ann Marie also works as a partner with Corporate Equity Services, LLC and provides consulting services to other partners. Ann Marie offers investment advice, including portfolio management, financial planning, and wealth planning services to individuals, families, and businesses.

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ADVISOR BIO

Ann Doty-mitchell is a financial professional with over 35 years of experience in the industry. Ann is currently registered with Cetera Investment Advisers LLC in California and Wisconsin. Previously, Ann has been employed at various financial institutions, including FIRST ALLIED SECURITIES, INC., SUMMIT BROKERAGE SERVICES, INC., GIRARD SECURITIES, INC., LEGEND EQUITIES CORPORATION, VSR FINANCIAL SERVICES, INC., INVESTORS CAPITAL CORP., CROWELL, WEEDON & CO., RBC CAPITAL MARKETS, LLC, WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., GRUNTAL & CO., L.L.C., WELLS FARGO SECURITIES INC., CIBC OPPENHEIMER CORP., MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED and CHARLES M. BLAIR & CO., INC. Ann offers financial planning and portfolio management services to individuals, businesses, and retirement plans.

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ADVISOR BIO

Ann Marie Escobar is a financial advisor with LPL Financial LLC. Ann has been in the financial services industry since June 2013. Ann has a Series 7, Series 66, and a SIE license. She is registered with the state of California, Maine, Texas, and Washington. Prior to joining LPL Financial LLC, Ann worked for Waddell & Reed, Inc.. Ann has a Bachelor of Science in Business Administration from Santa Clara University.

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ADVISOR BIO

Ann Chen is a financial professional with over 5 years of experience in the financial services industry. Ann has a strong understanding of the financial markets and is dedicated to providing personalized financial advice to individuals and families. Ann is registered with J.P. Morgan Securities LLC. Ann previously worked with Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC. Ann is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Ann Thai Duong-huynh is a financial advisor registered with SVB Wealth. Ann has been in the financial services industry since August 2020. Ann has worked for SVB Wealth since June 2022. Ann holds a Series 7, Series 66 and SIE securities licenses and is registered to provide investment advisory services in Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Louisiana, Minnesota, Nevada, New Jersey, New York, Texas, Utah, Virginia, and Washington. Ann also has a separate business, a rental property in San Jose, California.

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ADVISOR BIO

Ann Villar is an investment advisor representative, registered with Ameriprise Financial Services, LLC. Ann is licensed in 11 states. Ann has worked as an investment advisor representative for 13 years. Ann has a Series 63, Series 65, Series 7, and SIE. Ann's firm offers asset allocation services, financial planning, educational seminars, pension consulting, publication of periodicals, selection of other advisors, portfolio management for individuals and businesses.

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ADVISOR BIO

Ann R Wang is a financial advisor with over 16 years of experience in the industry. Ann is registered with the state of Texas as an Investment Advisor Representative. Ann has a broad range of experience in the financial services industry and is currently employed by Rockefeller Financial LLC. Ann has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS