About the author

Ann Marie

Ann Marie brings over 10 years of experience in financial services, with specific expertise in asset allocation, investment strategy, portfolio management, investment systems, and offshore investments. Ann Marie’s experience enables her to contribute as an investment professional focused on either offshore or US markets. Her colleagues and clients describe her as analytical, creative, personable, and efficient. Ann Marie is bilingual in Spanish, a CFP® and a CFA charter holder. Ann Marie is a pen name.

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