Annrose is a native New Yorker who moved to the Bay area in August 2015. She has 15 years of experience in the financial services industry as a Financial Advisor, Tax Preparer, Auditor and Management Consultant. Prior to leaving New York, Annrose was a Financial Advisor to high net worth clients at Modera Wealth Management, LLC. As a lead advisor she was responsible for client communication and education, development and implementation of comprehensive financial plans, management of target investment allocations and research of tax related issues. She has worked with Eisman, Zucker, Klein & Ruttenberg as a tax accountant and with Ernst & Young as a senior auditor responsible for auditing hospitals and health insurance plans. Annrose also worked with McBee Associates, Inc. as a Management and Financial Consultant for health care providers.
She holds the CERTIFIED FINANCIAL PLANNER™ designation and is also a CERTIFIED PUBLIC ACCOUNTANT (CPA). Annrose is a member of National Association of Personal Financial Advisors (NAPFA) as well as the California Society of Certified Public Accountants (CALCPA). Annrose earned a Bachelor's Degree from Barnard College, Columbia University and an MBA from Baruch College, Zicklin School of Business. Annrose has been quoted often by various media including Wall Street Journal, Bloomberg.com, InvestmentNews.com and YahooFinance.com. She has also been an active member of her community serving as a past Board Member of the Head Start of Rockland and a past member of the Endowment Committee for Eastern Christian School in New Jersey.
2105 South Bascom Ave
Campbell, CA 95008