Anna Fransen
Director of Financial Planning @Ironbridge Wealth Counsel, Llc
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WORK HISTORY
Director of Financial Planning @Ironbridge Wealth Counsel, Llc
EDUCATION
Shelby County High School
High School Diploma
University of Kentucky
BS, Accounting
ABOUT ANNA FRANSEN
With a decade of experience in the financial services industry, I am deeply passionate about helping financial advisors refine their planning processes and enhance their service offerings. Through daily consulting and collaboration, I focus on optimizing strategy, client engagement, and operational efficiency to drive business growth. I thrive in entrepreneurial environments, leveraging my expertise in strategy development, relationship management, marketing, problem-solving, research, and public speaking.Beyond my work with advisors, I have a strong interest in the evolving fintech landscape and its impact on financial planning. My experience in product and fintech development, along with firm partnerships, has provided me with valuable insight into how technology is driving innovation in the industry.Outside work, I serve as a mentor with the FinServ Foundation where I work closely with college students aspiring to enter the financial services industry, providing guidance on career development and helping build a strong foundation for success in an ever-evolving field. I\'m also an ultramarathon runner participating in races around the country.
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