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As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
In the financial services industry since 1987, Anna offers a wealth of knowledge and experience to her clients.
As a certified financial planner, Anna’s balanced approach to the business, skillfully weighs knowledgeable and practical financial advice.
Clients are consistently drawn to her exemplary customer service and sincere concern for their overall well being.
Michael has always had a love of financial markets and took an interest in the Financial Services Industry at a young age. He took this passion and completed, with Honours, a Laurier Co-op Business Degree. While at university and since graduating in 2016, Michael amassed over seven years of experience in the Financial Services industry, working for a large mutual fund company, an asset manager that specializes in private equity and alternative strategies, as well as multiple financial advisors. Michael has successfully completed his CFP (certified financial planner) and LLQP (life insurance license) exams.
Michael brings a well-rounded breadth of experience to the Anna Roman Financial (ARF) Services team, including extensive knowledge and exposure of the financial services industry, and previous management of multiple charitable and entrepreneurial ventures. Michael will deploy his technical and rational skill set in addition to his compassionate nature to ensure exceptional service to our clients. He is committed to continuous learning and will work to advance his skills to keep abreast of the ever-changing financial services industry.
A strong work ethic, reliability, industry knowledge, and empathy will be at the core of Michael’s service to clients.
With over 20 years in project coordination, and over 10 years in financial services, Gennifer has proven to be aptly skilled for her role as Executive Assistant, and an integral part of the Anna Roman Financial (ARF) Services team. Gennifer's high level of computer proficiency and communication skills, as well as her attention to detail and excellent abilities in planning, organizing, and time management, creates a seamless 'back office.'
With superior customer service orientation, Gennifer understands that every task must have the client’s best interest at heart. She is the perfect partner for the advisor and clients alike.