About Ana
- Joined AllGen in 2010
- Orlando resident since 1982; moved from Queens, N.Y.
- Bilingual; speaks English and conversational in Spanish
Credentials
- Over 20 years of personal financial services experience
- Certified Financial Planner™ Licensee from CFP® Board of Standards
- Series 65 Investment Advisor Representative Licensee
- Member of the Financial Planning Association and of FPA of Central Florida
- Previous active involvements included: Board of Director for the Victim Service Center of Central Florida, Harbor House, Christ Church Unity, Hispanic Chamber EXPO Committee, Prospera (formerly HBIF)
- Formerly with Heritage Financial Services, Inc; AXA Advisors, LLC/Equitable Life Insurance Company
- Bachelor of Fine Arts, Wesleyan College, Macon, GA
Just for Fun
- Paul Roldán was Ana’s financial advisor during Ana’s billboard advertising years
- Was a top 10 finalist for Walt Disney World & Resort Ambassador
- Enjoys attending performances at the Mad Cow Theatre and supporting the arts in general
Set an Appointment with Ana
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