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Partner
Silicon Valley
Client Advisory
Ana is a Partner based in the Silicon Valley office. With over 25 years of financial advisory and planning experience, Ana works closely with executives, wealthy individuals and their families, providing them with holistic financial planning and investment advice. She has a particular expertise in strategic tax planning, managing company stock concentrations and estate planning. She approaches her clients’ financial situation from an overall “life-planning” perspective. Her goal is to help her clients to formulate and understand their financial and wealth objectives, take a strategic approach to their financial assets, and live the lifestyle they want while having peace of mind.
Prior to joining Cerity Partners, Ana co-founded and served as President of Galileo Planning Group, a financial advisory firm in Menlo Park, CA.
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