Anna Macias, CFP®, CIM®, CDFA™
As the advisor assigned to work with the Craig & Taylor Associates Custom Strategies Team of IPC Securities Corporation, Anna uses her extensive experience to create and implement custom portfolio strategies that help our clients meet their specific financial goals. These strategies are implemented using our team's guiding portfolio management philosophy to “Customize portfolio solutions to meet each individual client’s specific financial planning goals with the least amount of volatility and risk required”.
Anna has spent many years in the financial services industry and provides an in-depth knowledge of investment management. Anna holds multiple designations including that of a Certified Financial Planner™ or CFP®. Anna also holds the designation of Chartered Investment Manager (CIM®), which provides our clients with insight into portfolio analytics and investment strategies. In addition, Anna has achieved the Certified Divorce Financial Analyst® (CDFA™) designation, which enables our team to provide investment advice for those going through the difficult time of separation and divorce. Read More
Insurance products available through Anna Macias.