Our Team

Annrose is a native New Yorker who moved to the Bay area in August 2015. She has over 15 years of experience in the financial services industry as a Financial Advisor, Tax Preparer, Auditor, and Management Consultant.

Before leaving New York, Annrose was a Financial Advisor with Modera Wealth Management, LLC. As a lead advisor, she was responsible for the development and implementation of comprehensive financial plans, management of target investment allocations, research of tax-related issues as well as client communication and education. Annrose has worked with Eisman, Zucker, Klein & Ruttenberg as a Tax Accountant, with Ernst & Young as a Senior Auditor responsible for auditing hospitals and health insurance plans as well as with McBee Associates, Inc. as a Management and Financial Consultant for health care providers and insurance companies.

Annrose entered the financial services industry because she has a passion for understanding and solving complex financial planning issues. She enjoys getting to know her clients’ unique circumstances and life goals so that she can provide customized and holistic advice that that is tailored to their specific needs.

She holds the CERTIFIED FINANCIAL PLANNER™ designation and is also a CERTIFIED PUBLIC ACCOUNTANT (CPA). Annrose is a member of the 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.

Annrose lives in the Bay Area with her husband and their 3 children. In her spare time, Annrose enjoys hiking, exploring new neighborhoods, traveling, and spending time with her family. She also enjoys giving back to her community through volunteer efforts with her children's schools and various community service organizations. 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.