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Ann C. Alsina, CLU®, CFP®

Ann C. Alsina, CLU®, CFP®

Ann Alsina is a graduate of The Fisher School of Accounting at The University of Florida.  After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made the switch to financial services with the birth of her first daughter. She enjoys working with business owners and executives to alleviate their financial worries.  Ann has successfully completed the FINRA sponsored Series 7, 63 and 65 exams and holds these registrations at LPL Financial; she is also a licensed Life and Disability agent.  In addition, she holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter® designations.

Ann and her husband, Francisco, reside in Annapolis with their two daughters.  Ann serves as the Treasurer for the board of trustees of The Summit School.  Her family enjoys camping, hiking the Appalachian Trail and visiting museums.