Ahna Azevedoemail
6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Education
Bachelors of Science in Business Administration
Certificate in AccountingHobbies
Cooking
Art
TravelAffiliations & Memberships
Financial Women of San Francisco
Financial Planning Association of San FranciscoLanguages:
- English
Specialties:
- Insurance Strategies
- College Funding Strategies
- Risk Management Strategies
- Retirement Income Planning
- Retirement Strategies
- Investment Strategies
- Estate Planning
- Business Owners
- Financial Education
- Financial Planning ®
- Group Benefits
Check the background of this investment professional on FINRA's BrokerCheck
See Ahna’s Licenses and Disclosures