Ana graduated from Sam Houston State University with a bachelor's degree. Her education and expertise, as well as her degree in Business Administration and Marketing, have had a significant influence on the lives of her clients. Ana believes her profession to be that of a servant to both her customers and those she leads, since retirement costs more than ever. Ana defines success as assisting customers in removing the burden of financial planning for what will be the finest years of their life.
Ana's professional practice begins with learning and progresses from there. Ana and her business partner Rafael developed a financial literacy program to provide high school seniors, teachers, parents, and other community organizations with essential financial knowledge. Wealth Learning is a 501(c)(3) non-profit public benefit company. Its purpose is to teach financial education to high schools and community groups throughout the United States.
- Miami, FL
- JoinedApril 18, 2022