Anna Dashkevich

CFP®, AIF®, Financial Advisor

National Social Security Advisor Certificate Holder

Anna has worked in the financial sector for almost 20 years, as both a Financial Advisor and a Supervisory Officer.  These experiences have given her a solid grasp of the comprehensive financial planning process.

Born and raised in St. Petersburg, Russia, Anna moved to the US to pursue her MBA at Youngstown State University, Ohio. While pursuing her scholastic goals, she joined a FINRA Broker Dealer that gave her an invaluable understanding of financial products and services. After moving to Houston in 2007, Anna joined one of the most recognizable Fortune 500 insurance companies.  There, she focused on developing custom-tailored strategies to help clients reach their financial goals and aid them in making wise financial decisions.

In addition to obtaining her Certified Financial Planner™ Professional designation after completing New York University’s Certificate in Financial Planning program , she also holds the Accredited Investment Fiduciary ® designation and the FINRA 7 and 66 licenses.

Anna truly believes that all achievements start with proper, detailed planning. That’s why joining Oak Harvest feels like home.  Our team’s financial planning approach helps you prepare for your the most important journey of your life, retirement. Despite her busy lifestyle as a mother of two young, super-active boys, Anna always finds time for travelling, reading, art, and theater events.

Summary
Name
Anna Dashkevich
Job Title
CFP®, AIF®, Financial Advisor
Company
Oak Harvest Financial Group