Ana has been a financial adviser to high net worth individuals and families for over two decades. She began her career at Arthur Andersen & Co., specializing in the area of international taxation. Upon moving to the Bay Area, Ana served as the chief financial officer of several technology companies, including Post Communications, Inc. She was an early member of the executive team, managing its financial and business operations through its successful acquisition by Netcentives, Inc.
Ana holds a B.S. in Business Administration from Washington University and an M.B.A. from the Kellogg School of Business, Northwestern University. She is a member of the Board of Directors of Point Blue Conservation Science and serves as Chair of its Finance Committee. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.