Anna Vo

California State Icon Orange County, California
Client Relationship Associate
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About Anna

Anna Vo had half a decade of financial services experience when she joined the EP Wealth Advisors family in 2022. Anna’s previous role as an Account Executive at Sprout Mortgage followed responsibilities as a Mortgage Banker at Network Capital Funding Corporation, an Account Executive at Stearns Lending and Nations Direct Mortgage, and a Loan Portfolio Analyst at Trinity Financial Services. Anna enjoys applying her experience as she works with clients and helps them achieve their financial goals. Outside the office, Anna relaxes by taking her dog hiking as much as possible and indulging her love of the outdoors—especially at the beach when it’s warm.

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California State University, Fullerton, B.A., Finance

How can Anna help?


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