Ann Terranova
Retired
- Role
- Certified Financial Plannertm, Registered Investment Advisor, Retirement Plan Advisor at Union Financial Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
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 a••••••••@ufpartners.com
Experience
Certified Financial Plannertm, Registered Investment Advisor, Retirement Plan Advisor
Aug 1997 — Present
Education
Kirtland High School
High School Diploma
1971 — 1974
The Ohio State University
BS, International Studies
Golden Gate University
MS, Financial Planning and Taxation
Skills
- Wealth Management
- Financial Planners
- Investment Advisory
- Trust Services
- Financial Planning
- Retirement Income Strategies
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- 401k
- Wealth Accumulation
- Tax Planning
- Trust Management
- Multi-Gnerational Wealth Management
- Wealth
- Estate Tax Planning
- Compensation Planning
- Personnel Management
- Wealth Preservation Strategies
- Investments
- Tax Strategies
- Cash Flow
- Executive Compensation Planning
- Financial Services
- Personal Finance
- Portfolio Management
- Financial Advisory
- Finance
- Fiduciary Services for Estates & Trusts
- Retirement Planning
- Cash Flow Management
- Tax
- Business Continuity
- Investment Management
- Estate Planning
- 401k Rollovers
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.