Ann Lander, CFP

Certified Financial Planner™

Lander Advisory

Professional Focus and Services

Ann specializes in socially responsible investing. She believes in planning for the long term, and feels that diversification is important in any portfolio. Keeping all your eggs in one basket is good if you're cooking an omelet; if not, you could have quite a mess on your hands.
Some of Ann's areas of focus are:

  • Socially and environmentally responsible investing
  • Asset management services
  • Investment policy statements
  • Fee-based financial planning and consulting services
  • 403(b), 401(k), SEP, Simple and individual retirement plans
  • Group employee benefits
  • Group and individual health and disability insurance
  • Life insurance, tax, retirement and estate planning
  • Long term care insurance

Your initial consultation is without fee or obligation. Depending upon suitability, we will devlop an ongoing working relationship together on a fee basis, a commission basis or a combination of the two.Back to Top
Professional Affiliations

  • Selling Group Member, First Affirmative Financial Network, LLC
  • Registered Representative, Portfolio Resources Advisor Group, Inc.
  • Custodial Affiliation: Charles Schwab & Co.
  • Member, Financial Planning Association
  • Member, Los Angeles Association of Health Underwriters
  • Member, Social Investment Forum
  • Member, Green America

Education and Experience

Ann has been a financial planner since February 1985. She has a degree in history from Cal State University, Dominguez Hills, and attended the University of Southern California graduate program in International Relations. She has a Series 7 Securities License, a Series 63, Series 66, a California Department of Insurance License, and earned her Certified Financial Planner™ designation in 1992 from the College for Financial Planning in Denver, Colorado. She is a selling group member of First Affirmative Financial Network, LLC and her broker/dealer is Portfolio Resources Advisor Group, Inc.

Ann has been teaching a class for Long Beach Parks, Recreation and Marine since 1998 on investing for women. She has been interviewed on Lou Dobbs' Moneyline (CNN), and quoted in various publications, including the New York Times, Baltimore Sun, Ticker Magazine, Investment News, and CNNfn.

Community Involvement

Ann teaches first aid and volunteers as an emergency medical technician (EMT) at various charity events and serves as a Red Cross volunteer. Ann has also volunteered in refugee camps in Laos and Thailand, and she was an interviewer for Survivors of the Shoah Visual History Foundation. Ann is an educational volunteer for the Aquarium of the Pacific in Long Beach. In addition, she conducts seminars on socially responsible investing for non-profit groups, and pre-retirement seminars for corporations.

Disclaimer

Ann Lander is a Registered Representative with Portfolio Resources Advisor Group, Inc., Member FINRA, SIPC, MSRB, SIFMA
. Office of Supervisory Jurisdiction: Laverty Group: 128 North 4th Street, PO Box 667, Lewisburg, Pennsylvania 17837, 570.524.5604.

Ann Lander subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisor representative of First Affirmative.

 Lander Advisory is not a Registered Investment Advisor with the SEC. First Affirmative and Lander Advisory are not affiliates or subsidiaries of Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, SIFMA.

First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).

The credentials CFP® listed above bear trademarks.