Ann Terranova (CFP®, MS)

Ann Terranova focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Union Financial Partners was founded by Ann Terranova in 1997 to provide client-focused comprehensive and tightly integrated personal financial planning and investment management services. The Union Financial Services Advisor team possesses over 35 years of combined relevant experience. Union Financial Partners is an independent Registered Investment Advisor (RIA) firm that is regulated under the Investment Advisors Act of 1940.

Services & Qualifications:
Certified Financial Planner™, Investment Advisor, Retirement Plan Advisor

Specialties:
  • Objectively guide clients to quantify and visualize interrelated lifestyle choices and financial goals resulting in custom-tailored financial plans.
  • Multi-scenario analysis results in a financial plan that best fits a client's lifestyle choices and values.
  • Ongoing consultation to help clients measure and track performance, and to understand the implications of each financial decision.
  • Implementation and management of individualized goal-based investment strategies based on principals validated by a combination of professional and academic research that include the "Asset Dedication" method that addresses each client’s unique needs for cash and income, as well as their long-term investment goals. Equities are chosen and managed to take advantage of the ways markets operate, compensating investors accordingly.

Additional Information

Ann Terranova has been in the financial services industry since 1983 and is a Certified Financial Planner™, Investment Advisor, and Retirement Plan Advisor at Union Financial Partners. Ann is also a member of the Financial Planning Association (including the San Francisco chapter) and the National Association of Personal Financial Advisors. View Ann's profile on LinkedIn: http://www.linkedin.com/in/annterranova

In addition, Ann's formal eduction includes a Master of Science degree in Financial Planning and Taxation from Golden Gate University where she later taught graduate-level financial planning courses, and a Bachelor of Arts degree in International Studies and Economics from the Ohio State University.

NAPFA Start Date

December 18, 2002

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This Office

2001 Union St Ste 540 San Francisco, CA 94123-4110 Phone: (415) 563-3000 Fax: (415) 563-1175