Anna Sinatra Email & Phone Number
Senior Financial Planner @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.
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Anna Sinatra Location
- Phoenix, AZ, US
Anna Sinatra Work
- Senior Financial Planner @ (May 2024 - Present)
- Certified Financial Planner @ Schwab Wealth Advisory (January 2023 - Present)
- Financial Planner @ (February 2021 - May 2023)
- Financial Planner @ Schwab Private Client Investment Advisory (August 2013 - January 2021)
- Financial Consultant @ (September 2006 - August 2013)
- Registered Representative @ (February 2000 - September 2006)
Anna Sinatra Education
- Western International University
Business (Business)
2005-2010
Anna Sinatra Skills
- Asset Allocation
- Equities
- FINRA
- Financial Advisory
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Management
Anna Sinatra Summary
- Anna Sinatra, based in Phoenix, AZ, US, is currently a Senior Financial Planner at SCHWAB WEALTH INVESTMENT ADVISORY, INC.. Anna Sinatra brings experience from previous roles at Schwab Wealth Advisory, Charles Schwab and Schwab Private Client Investment Advisory. Anna Sinatra holds a 2005 - 2010 Business in Business @ Western International University. With a robust skill set that includes Asset Allocation, Equities, FINRA, Financial Advisory, Financial Planning and more. Anna Sinatra has 1 emails and 1 mobile phone numbers on RocketReach.
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