Anne Chernish (BS, CFP®)

Anne Chernish focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Anne C. Chernish, CFP® is the President and Managing Member of Anchor Capital Management, LLC, a fee-only Registered Investment Advisor (RIA). She has been engaged in the securities industry for decades and has been located in Ithaca, NY since 1989. Anne has worked for brokerage firms, insurance and financial planning firms as well as Investment Counsel. She has specifically chosen to serve her clientele as a Registered Investment Advisor/Investment Counsel in a fiduciary capacity. Her clients look to her for fiduciary advice regarding retirement, estate planning, charitable and comprehensive financial planning. She was a pioneer in wrapping financial planning services with portfolio management to create the wealth management service she currently provides. Anne specializes in serving as a fiduciary for individuals and high net worth individuals, primarily retirees, pre-retirees and people in transition. Anne and Anchor Capital Management, LLC are state registered in New York as well as Texas. In 1988, Anne was licensed as a CERTIFIED FINANCIAL PLANNER™ CFP®. She has maintained the continuing education and ethics requirements of the Certified Financial Planner Board of Standards, Inc. Anne earned a bachelor's degree from Notre Dame de Namur University, in Belmont California. Anne's clients are located across the United States. She has been quoted and referenced in The Journal of Financial Planning; Ithaca Journal; New York Post; Long Island Newsday; Reuters; and San Francisco Chronicle among others. CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. She is a member of NAPFA.

NAPFA Start Date

July 25, 2013

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This Office

620 Shaffer Rd Newfield, NY 14867-9743 Phone: (607) 272-0004 Fax: (607) 564-0062