Ann Terranova
Certified Financial Plannertm, Registered Investment Advisor, Retirement Plan Advisor at Union Financial Partners
Based in San Francisco, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
2
Contact information
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a•••••••@ufpartners.com
Phone
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Background
About Ann Terranova
WHAT I DO: I founded Union Financial Partners in 1997 in order to help people with their money. I work with my clients in a personalized way. As a Certified Financial Planner™ (CFP®) and Registered Investment Advisor specializing in goal-based investment strategies for HOW I DO IT: My firm specializes in creating goal-based investment strategies using a custom plan fit for you-We are a fee-only wealth management firm and never recommend investments so that we can make a commission-I have been helping individuals and professionals transition to their second careers, post retirement such as professional and retired athletes-We use Dimensional Funds, an investment strategy that has been putting financial science to work for over 35 years.WHAT OTHERS SAY: My clients say that I'm smart, ethical and think outside the box.WHY IT MATTERS: Having a great plan makes all the difference. When we have a direction to take, we can ensure that our efforts support this vision. AREAS OF EXPERTISE: custom retirement planning, 2nd career planning, business owners, custom tailored financial plan, professional athletes, retired athletes, young athletes, wealth transition, multi-scenario analysisNEXT STEPS: or aterranova@ufpartners.com
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