Anna Simon is a CERTIFIED FINANCIAL PLANNER® (CFP®) with over 21 years of experience in tax, accounting, and business management. She specializes in helping individuals and families create personalized strategies that align their financial goals with smart, tax-efficient planning.
Known for clear, practical advice and a client-first approach, Anna offers comprehensive services including financial planning, tax strategy, and investment guidance.
Outside of work, Anna enjoys outdoor activities like hiking and biking, values quality time with family, and loves to travel.