Basic Information
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Company
Strategic Financial Group -
Phone
8322515470 -
Mobile phone
8322963500 -
Email
adash@financialguide.com -
Describe How You Would Like To Be Introduced Via Email
As your go-to financial planner who knows what she is talking about and takes care of her client when it comes to important financial decisions like retirements, savings and college planning -
What is your "why"? Why do you do what you do?
Because I like the world of personal finance and want to help people who needs/wants assistance to care about their money -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What do you like about your financial advisor?
Is your advisor a fiduciary?
When was the last time to talk to your financial advisor? -
About me
Anna Dashkevich is a Certified Financial Planner Professional and a National Social Security Advisor with over 20 years of experience in the financial sector. Anna focuses on developing personalized strategies tailored to helping clients protect, grow, and enjoy their assets.
Born and raised in St. Petersburg, Russia, she pursued her MBA at Youngstown State University and completed her CFP study at New York University. Despite her busy lifestyle as a devoted mother to two energetic boys, Anna always finds time for her passions, including traveling, reading, and attending art and theater events. -
Profession
Financial Planner -
Title
Financial Advisor -
Hobbies and interest
soccer mom, yoga, theater, travelling -
Website
https://sfgplanning.com/team/anna-dashkevich/
Contact Information
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City / Town
Houston -
State
TX -
Zip
77046 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/dashkevichfinancialstrategies -
LinkedIn Profile
https://www.linkedin.com/in/annadashkevich/
Education
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College / University
Youngstown State -
Graduation Year
2003