A little bit about Ann Arceo, aams®…

I have been working in the financial planning industry for over 15 years. I began my career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high-net-worth clientele. I worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.

I then worked for LPL Financial, an independent broker dealer, where I earned my Series 7 & 66 securities licenses. I worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high-net-worth clients.

I also have a passion for writing, and my financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. I have also written for ReadyForZero.com, BudgetTracker.com, and have been quoted in articles for Forbes and U.S. News & World Report.

I live with my husband and two children in Rio Rancho, NM, and we enjoy spending time with friends, hiking, and of course planning our financial future together!

Education
Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria.