Anna Dashkevich
CERTIFIED FINANCIAL PLANNER™ Professional; Financial Advisor
- Role
- Partner Certified Financial Plannertm Professional at Duenna Wealth Associates
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Anna Dashkevich
Strategic Financial Advisor | Trusted Partner to Business Owners, CPAs & Attorneys I…
Experience
Partner Certified Financial Plannertm Professional
May 2023 — Present · Houston, TX, US
Financial PlanningWealth ManagementProtection StrategiesBusiness Succession
Education
Youngstown State University
MBA, Finance
2001 — 2003
St. Petersburg State Forest University, St. Petersburg, Russia
Master of Science - MS, Chemical Engineering
1992 — 1998
St. Petersburg State Forest University, St. Petersburg, Russia
Bachelor of Business Administration, Accounting and Business/Management
1994 — 2000
NYU School of Professional Studies
CFP® Certification Education
2019 — 2020
Skills
- 401k
- Investments
- Long-Term Care
- Disability Insurance
- Series 63
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Fixed Annuities
- Licensed to Sell Insurance
- Insurance
- Securities
- Long Term Care Insurance
- Life Insurance
- Mutual Funds
- Series 7
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