Ann Xaipanya
Financial Advisor | Edward Jones | Goal Based Advising | Financial Strategy | Portfolio Review | Estate & Legacy Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Merced County, CA, US
- LinkedIn followers
- 500 followers
About Ann Xaipanya
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. I strive to make sure clients feel heard, and that I understand their unique story. I also work to help clients understand the investment world in terms they can relate to. I do this by providing: Goal based Advising Financial Education Personalized Financial Strategies Active Portfolio ReviewI grew up in the Central Valley and earned my degree at California State University, Fresno. I am a mother of amazing baby boy and an advocate for doing what makes you happy. What makes me happy is getting creative in the kitchen, hiking, fishing, exploring, hanging out with friends, and enjoying new experiences with my family. The best part about being a Financial Advisor is getting to listen to what makes my clients happy and helping them get there. Whether its spending time with the people you love, traveling, fishing or just sitting in silence. Send me a message; let\'s connect to find out what matters most to you and see if I can be of service to help you achieve instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Oct 2023 — Present
Education
California State University, Fresno
Bachelors of Science, Business Administration - Marketing
2016 — 2019
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