Anna Fanning, Certified Public Accountant, recently joined the G5 Financial Group as a personal wealth manager. She focuses on assisting individuals and families meet their financial goals and objectives through a comprehensive wealth management process. This includes investment consulting, advanced planning, and relationship management. She is licensed to buy/sell securities through Geneos Wealth Management.
Prior to the G5 Financial Group, Anna worked for KPMG, a Big 4 accounting firm, analyzing and attesting company financial data to ensure investors were provided accurate and reliable information to aid in their decisions to buy/sell company capital. She received her Bachelors and Masters in Accounting from the University of Colorado Boulder.
Anna is a third-generation wealth manager and Colorado native. She is married to her high school sweetheart, Chris, and together they have one beautiful daughter, Brooklyn Rose. In her free time, Anna enjoys skiing, running, traveling, and playing tennis.
Securities and investment advisory services offered through Genéos Wealth Management, Inc., member FINRA/SIPC.