Anna Vo
Client Relationship Associate
Orange County, California
Client Relationship Associate
Orange County, California
Anna Vo had half a decade of financial services experience when she joined the EP Wealth Advisors family in 2022.
Anna’s previous role as an Account Executive at Sprout Mortgage followed responsibilities as a Mortgage Banker at Network Capital Funding Corporation, an Account Executive at Stearns Lending and Nations Direct Mortgage, and a Loan Portfolio Analyst at Trinity Financial Services. Anna enjoys applying her experience as she works with clients and helps them achieve their financial goals.
Outside the office, Anna relaxes by taking her dog hiking as much as possible and indulging her love of the outdoors—especially at the beach when it’s warm.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
When you hear about tariffs in the...
With new 401(k) contribution limits for...
International Women’s Day: Celebrating...
As 2024 winds to a close, it is the...