AnnaMarie Mock (CFP®)

AnnaMarie Mock focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
Planning Specialties
AnnaMarie specializes in working side-by-side with individuals and families developing and adapting personalized financial plans based on their goals and constructing recommendations based on current situations and goals.
AnnaMarie holds the CERTIFIED FINANCIAL PLANNER™ designation and has been working at Highland Financial Advisors for four years. She has a bachelor’s degree in Finance and Management from Montclair State University.
When AnnaMarie is not helping clients of the firm reach their goals, she lives her goals enjoying traveling, hiking, and snowboarding with her husband, Dorian.
NAPFA Start Date
April 17, 2017