Annmarie C. Alaniz

About Annmarie C. Alaniz

Annmarie is an accomplished financial professional in investments and insurance/business risk advisory. As a native to Arizona, she has been servicing clients via advisory and brokerage-managed accounts at leading financial firms. She achieved 20+ years of financial industry experience working with individuals, corporate clients, tribally-owned companies and Native American grant schools with Tallsalt Advisors. She also serves as a [Spanish] bilingual corporate benefit educator to executives and employees and served as marketing director for large medical imaging centers and wealth management teams. In supporting a nationally recognized advisory team of five with Mr. Timothy E. Radden CLU®, CLTC®, AEP®, ChFC®, Wealth Management Advisor at Northwestern Mutual-Phoenix; Annmarie and her team provided expert financial literacy resources, estate planning and generational wealth strategies tailored for established businesses, Physicians and high-net-worth clients. In her role with cross-cultural marketing initiatives for Latino, Tribal and multi-cultural communities, Annmarie successfully assists her team with local community presence, national recognition, and company involvement to mentor and elevate the advisory experience and success for other advisors within the firm. She also identified and organized educational opportunities for, to include financial literacy presentations at prestigious medical schools for graduating medical students, national medical conferences and various business associations. As an awarded community leader and volunteer, Annmarie is a dedicated committee member for Phoenix Sister Cities Commission-Hermosillo, Mexico Co-Creator and Director of the Student Mentoring Program of the [AICCAz] American Indian Chamber of Commerce of Arizona (20••••14), and Past President of [ALPFA, Inc] Association of Latino Professionals for America-Building Latino Business Leaders-Phx. Annmarie has effectively held several board seats of the award winning ALPFA Phoenix Chapter (20••••14), successfully produced annual events and innovative award galas as Director for Women of ALPFA-Phx (20••••14). Annmarie has accomplished her life’s work alongside her beautiful daughter Victoria and cherishes her family, friends, ALPFAmilia from across the country and her extensive Phoenix community. Licensing: FINRA, State of Arizona Life & Health; Accredited Investment Fiduciary,(AIF® designation) in 2014.

Experience

1. Corporate Advisory Board Member

   Alpfa Phoenix

   Jan 2008 — Present · Phoenix, AZ, US

   Association for Latino Professionals of America-Connecting Latino Leaders for Impact: Board seats held since 2008: Past President, President, Vice President, Director of Corporate Development, Chair Women of ALPFA-Phoenix 20••••14. Currently -Corporate Advisory Board Member 2020-Present.