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Biography

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.

Education

  • B.S. in Business Administration from Washington University
  • MBA from JL Kellogg Graduate School of Management, Northwestern University

Highlights

  • CERTIFIED FINANCIAL PLANNERTM
  • Former member of the Board of Directors and Chair, Finance Committee, Point Blue
  • Former member of the Board of Directors and Chair, Investment Committee, The Polly Klaas Foundation

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.