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Ana Maria Salas CFP®, EA

Ana Maria Salas CFP®, EA

Wealth Advisor

Ana was born in Lincoln, Nebraska and was raised in Lima, Peru. After graduating from the Universidad de Lima in 1997 with a bachelor’s degree in business administration, she worked in technology at Bancosur Bank in Lima.

 

She moved to Houston in 2000 and began her career in the Financial Services industry. Ana is a CERTIFIED FINANCIAL PLANNER™ professional and holds the following registrations: Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contract Products), and Series 63 (Uniform Securities Agent State Law) through LPL Financial. Through Intrua Financial and LPL Financial, she holds a Series 66 (Uniform Combined State Law Examination) and a Group 1 Insurance License through Intrua Financial. In 2023, she attained the title of IRS Enrolled Agent (EA). 

Ana specializes in Wealth Management and Financial Planning. She is passionate about helping her clients reach their financial goals and assisting them in any way possible.

 

She enjoys going to the beach, attending concerts, and traveling.