Hello Wine and Dime listeners! We are excited to be back for 2022! And to start off the year we are going to be talking all about budgets. I couldn't think of a better guest to have on, other than our own "Budget Master", Ann Arceo. Ann is a financial planner here at Rooted Planning Group and we are very lucky to have her. Her expertise and input will surely be a benefit to anyone tuning into today!
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ANN ARCEO - AAMS®
FINANCIAL PLANNER
I have been working in the financial planning industry for over 10 years. In 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 her husband and two children in Fort Collins, CO, and we enjoy spending time with friends, hiking, and of course planning our financial future together!