Anna Portal

Financial Professional

Connect with Anna Portal

anna.portal@cplanning.com

Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210

Born in Fairfield, CT, and now calling Charlotte, NC, home, Anna brings over a decade of experience to Consolidated Planning.

Anna attended Wake Forest University, where she pursued a degree in Finance and Accounting. With a solid foundation in financial principles, she embarked on a remarkable career, contributing her skills and knowledge to esteemed organizations such as PwC, Ally Bank, and Wells Fargo Securities. Driven by Consolidated Planning’s commitment to ethical financial practices and the prospect of continuous learning and growth in a dynamic industry, she decided to join the firm.

Anna’s focus within the financial industry is clear—she aims to support women navigating divorce. Her goal is to educate and provide clarity in complex financial matters, enabling her clients to make informed decisions. Her holistic perspective encompasses not only investments, but also lifestyle considerations and long-term objectives. Ultimately, she strives to help her clients pursue financial stability– ensuring they can enjoy life’s opportunities while working towards their goals.

Outside of work, Anna finds joy in spending time with her friends and family, traveling, reading, and staying active. She is also an active member of the Junior League of Charlotte.

Anna is happily married to her husband, Ryan, and is a mother to two wonderful kids, Finley and Henry.

Agent of Consolidated Planning, Inc, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

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