Anna has a dual role as a senior registered client associate for our team and the branch service manager for the office. Anna has been in the financial industry for more than 20 years and has passed the Series 7, 9, 10, 63, and 66 exams and specializes in operations and compliance.
One of her great passions is helping others, whether she is out volunteering in the community or at work. Anna is a San Diego native with a strong family history. Her great grandfather, Robert Decatur Israel, was one of the original lighthouse keepers in Point Loma for 18 years.
Anna graduated from San Diego High and has a Bachelor of Science degree in public administration from San Diego State University. She enjoys spending her free time with her family, friends, and dogs.