Poder Wealth is a forward-thinking wealth management firm dedicated to helping high-achieving women and people of color build generational wealth.
Focused on entrepreneurs and high-income professionals, Anna provides comprehensive financial planning and investment management designed to create "work optionality."
She combines expert financial strategy with a deep mission to close the racial and gender wealth gap.
Master of Business Administration, International Finance/ Investment Analysis
CFP Board Ambassador
Advisory Council Member, Wealth.com
Business Consulting for Entrepreneurs
Financial Planning (Retainer)
Investment Management (AUM & Flat Fee)
Tax Planning
Tax Strategy
Retirement & Long-Term Wealth Planning
“She helped us define our goals, assess our current situation without judgment, and figure out how to get where we want to go. In just a few months, we made significant progress — and our upcoming move will be drastically less stressful and expensive because of her help.”
-Alyssa Roland, Client
www.poderwealth.com
anna@poderwealth.com