Meet Ann L. Speer, AIF®, CPFA®, your guide to a well-lived financial life. Ann is not just a Senior Financial Advisor at Cetera Investors; she's a partner in your journey towards achieving financial confidence. With her warm, generous spirit and a deep commitment to her clients, Ann makes financial planning feel like a walk with a trusted friend.
Raised in a hardworking household by a single mom, Ann learned the value of diligence and financial savvy early on. This foundation, coupled with her experience as a daughter of a banker and investment operations manager, fueled her passion for the financial markets and planning for the future. Ann's academic journey led her to the University of Utah, where she graduated with a degree in Finance, setting the stage for a distinguished career.
Ann's career is a testament to her versatility and dedication. From her early days at Wells Fargo, where she rose through the ranks to become a Senior Vice President and District Manager, to founding Core Values Consulting, Ann has always been driven by a desire to make a difference. Her mantra, "Helping people achieve things they didn’t think possible," captures the essence of her approach to financial advising.
Joining Cetera Investors marked a continuation of Ann's mission to provide personalized, strategic financial planning services. Specializing in 401Ks and retirement income planning, Ann relishes every aspect of financial planning. She's not just an advisor; she's a coach and educator, passionate about empowering others with the knowledge to make informed decisions.
Ann's personal journey is as inspiring as her professional one. A happily married mother of two sons, she knows the importance of planning for the future—not just for oneself but for one's family. Her dedication to helping others extends beyond her professional life; she has been a guiding light to many, including her "little sister" from the Big Brothers/Big Sisters program, who is now a successful adult with a master's degree.
Ann's life story—growing up in a wealthy area but barely getting by, benefiting from the kindness of community figures, and achieving professional success against the odds—shapes her approach to financial planning. It's not just about numbers; it's about people, dreams, and the incredible impact one person can have on another's life.
With Ann Speer, you're not just getting experienced financial planner; you're getting a partner who cares deeply, listens intently, and is committed to your success. Let Ann help you design a well-lived life, financially secure and rich in possibilities.