Anna Vo, CFP®

Associate Wealth Advisor

Orange County, California

Contact Anna

Anna provides comprehensive financial planning, portfolio management, and estate planning. She helps clients stay organized and on track toward their goals.
Anna has more than 10 years of experience in financial services, including several years with EP Wealth. Earlier in her career, she underwrote mortgage loans, gaining familiarity with personal and business tax returns. She earned a Bachelor of Science in Finance from California State University, Fullerton, and completed the UCLA Personal Financial Planning Certificate Program. Anna holds the CERTIFIED FINANCIAL PLANNER™ designation.
Anna is detail-oriented and client-focused, aiming to make planning feel clear and manageable. She enjoys helping clients achieve their financial goals and navigate key life milestones with confidence. Her approach emphasizes thoughtful preparation, well-structured plans, and ongoing guidance as circumstances change.
Outside of work, Anna enjoys spending time with her family and her goldendoodle, Kyro. She stays active through fitness and loves traveling to new countries. She also enjoys baking.