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MassMutual financial professional.

Anna Dashkevichemail

Strategic Financial Group

3 Greenway Plaza, Suite 1500
Houston, TX 77046

  • Professional Story

    With over 20 years of experience in the financial sector, Anna is a seasoned professional who has excelled as both a Financial Advisor and a Supervisory Officer. Her extensive background has provided her with a deep understanding of the comprehensive financial planning process.

    Born and raised in St. Petersburg, Russia, Anna embarked on a journey to the United States to pursue her MBA at Youngstown State University in Ohio. During her academic pursuits, she joined a Broker Dealer, where she gained invaluable insights into financial products and services. In 2007, Anna relocated to Houston and joined MassMutual Greater Houston, which is now called Strategic Financial Group, a MassMutual firm. During her tenure there, she focused on developing personalized strategies tailored to helping clients meet their financial goals, assisting them in making informed decisions.

    After her initial time with MassMutual Greater Houston, Anna joined Oak Harvest Financial Group, a boutique Houston-based retirement income, and tax planning company, as a Lead Advisor for several years. She has now returned to Strategic Financial Group, a MassMutual firm, where she serves as a Financial Planner specializing in wealth protection strategies.

    Anna has obtained her Certified Financial Planner™ Professional designation by completing New York University's Certificate in Financial Planning program. Additionally, she holds the Accredited Investment Fiduciary® designation and possesses the FINRA 7 and 66 licenses. Anna also earned the National Social Security Advisor Certificate. This education helps her to offer thoughtful, strategic advice on helping clients maximize their Social Security benefits.

    Anna firmly believes that all accomplishments begin with meticulous planning. Together with her team, she is dedicated to assisting individuals in creating a roadmap for their future endeavors, such as retirement planning, wealth protection, and preparing for life's uncertainties.

    Despite her busy lifestyle as a devoted mother to two energetic boys, Anna always finds time for her passions, including traveling, reading, and attending art and theater events.

     

  • Languages:
    • English
    • Russian

  • Credentials:
    • MBA
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • Business Succession Planning
    • Risk Management Strategies
    • Financial Planning ®
    • Financial Education
    • Investment Strategies
    • Group Benefits
    • Estate Planning


  • Online Services

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