Anna Brockschmidt is a mom, wife, financial advisor, and Vice Present of Pacific Financial Strategies, Inc. Anna earned a B.S. in Business Management and an MBA with an emphasis in finance from Pepperdine University. Anna’s passion is helping empower women and young families to fully understand their finances in order to empower them to make the best decisions for themselves and their families. Anna has been with PACFS since 2012 and is dedicated to helping every single client find their way to financial freedom.
Anna specializes in education and helping others fully understand where they are at with their finances, and how to get them to achieve their goals.
She emphasizes on women, young people, and new families, and uses her own experiences as a guidepost for others. She works tirelessly to ensure that all her clients feel heard, and understood, but more importantly, that all her clients truly understand finance, and how it impacts their savings, retirement, business and estates.
She is aware that the industry can often times be overwhelming and complex, so she has made it her personal goal to help all those that are eager to learn and take control of their finances.
Anna holds her Series 65 and CA insurance license
Anna has her Bachelors degree in business management, as well as her MBA with an emphasis on Finance from Pepperdine University
Anna was headed down the path of becoming a doctor before making a sudden change in 2013, when she decided she didn’t want to spend that much time (or money) on school, and wanted to start a family. Anna was married in 2018 to her husband, Edward, who is a fireman for LA City. Soon after, they welcomed their first child, Sophia Marie into the world in August of 2019. Anna is now expecting a baby boy in August of 2021 and truly cherishes her time with her family! Anna also enjoys reading, playing basketball and spending time outdoors.
223 E Thousand Oaks Blvd Suite 403, Thousand Oaks, CA 91360
(818) 991-7794 Fax: 818-735-0780 | general@pacfs.com
© 2021 Pacific Financial Strategies, Inc. Advisory services offered by
Pacific Financial Strategies, Inc. A registered Investment Advisory firm.
© 2021 Pacific Financial Strategies, Inc. Advisory services offered by Pacific Financial Strategies, Inc. A registered Investment Advisory firm.
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