(CA INSURANCE LICENSE #0E70591)
Anne-Catherine brings 14+ years of financial services experience to Redwood Financial Network, continuing to focus on client relationships, listening to each individual’s needs, and working in concert to craft financial action steps that fit now while allowing flexibility for life’s changing needs. Responding to clients with informed honesty and clarity is at the forefront of every discussion.
As well as holding Series 6, 7, 63 and 65 securities licenses through LPL Financial, Anne-Catherine maintains life and health insurance licenses. She earned a BA in Communication Arts from the University of California San Diego.
In addition to her passion for finding financial strategies for her clients, Anne-Catherine is a horse-owner and horseback rider (A favorite spot is in Montana), and has an Introductory Sommelier designation from the Court of Master Sommeliers. She was born in Cleveland, OH, has lived in California since a young child, and currently resides in Gilroy.