Background & Credentials
- CERTIFIED FINANCIAL PLANNERTM
- Executive Certificate in Financial Planning, San Francisco State University
- B.A., Economics and Communication, University of California, Davis
Annie brings a diverse background in financial services to her role at Core Wealth Partners. She began her career at Mechanics Bank, where she advised clients on deposit and credit structures and provided personalized wealth management guidance.
She went on to spend more than a decade at Newport Asia LLC, first as Director and later as Chief Compliance Officer, where she developed deep expertise in investment operations, regulatory compliance, and building lasting client relationships.
Annie loves spending time with her 2 children, chauffeuring them from one activity to the next.