Ann Wengronowitz
CFP® | Senior Financial Planner | Founding Partner at Confidere Financial
- Role
- Senior Financial Planner Founding Partner at Confidere Financial
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Ann Wengronowitz
I started my journey with North Star in 1981, where I quickly obtained my CERTIFIED FINANCIAL PLANNER® professional designation, and over my careers I have cultivated a robust, advice-centric financial practice.I focus on developing long-term relationships built on trust, and my goal is to provide financial education that empowers clients to live a financial life of confidence. I am honored to have served on Cetera\'s Advisor Engagement Council, representing and advising over advisors. Additionally, I\'m privileged to hold the role of president at WISE, an organization dedicated to empowering women financial professionals within Cetera.In 2018, I was humbled to receive the Betsy Woolfolk Courage Award, recognizing my leadership and strategic contributions to Premier Resource Group (PRG). Beyond my professional endeavors, I\'m deeply involved in community service as a founding member of the Minnetonka Rotary Club and through various local board roles.
Experience
Senior Financial Planner Founding Partner
Jul 2019 — Present · Minneapolis, MN, US
Confidere has been championing the independent goals of men and women for over 20 years. We welcome clients of all backgrounds, providing them with a tailored strategy designed to help them maximize their financial potential.
Education
St. Cloud State University
Bachelor of Science
1977 — 1981
Skills
- Finance
- Financial Services
- Series 7
- Leadership
- Health Insurance
- Strategy
- Retirement Planning
- Financial Analysis
- Retirement
- Strategic Financial Planning
- Securities
- Customer Service
- Wealth Management
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