Broker Check
Ann C. Alsina, CFP®, CPWA®

Ann C. Alsina, CFP®, CPWA®

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. As a woman who has spent her career in male-dominated industries while raising children and managing a household, Ann has a passion for providing advice to other strong, successful women. She believes that our financial lives have become incredibly complex, and that everyone can benefit from professional advice, support and encouragement.  

Ann currently serves on the board of trustees of Historic Annapolis. Past board service includes serving as the Chair of the Finance Council for St. Mary’s Church, Vice-President of The Annapolis Opera, and Treasurer of The Summit School. When she’s not in the office, Ann enjoys spending time with her two daughters, hiking and visiting museums.

Ann has successfully completed the FINRA sponsored Series 7, 63 and 65 exams. She is also a licensed Life and Disability agent. In addition, she holds the CERTIFIED FINANCIAL PLANNER, Certified Private Wealth Advisor, and Chartered Life Underwriter® certifications.

You can review Ann’s regulatory history on FINRA’s Broker Check.