Anabel Quintero

Asset & Wealth Management

MV Financial

Bethesda, Maryland

Professional Profile

Call Me When

Call Me When... You want an independent asset & wealth management firm and fiduciary that is data driven and offers conflict-free advice for investors that demand a higher standard. We act in your best interests all the time, not just some of the time.

Contact Method

aquintero@mvfinancial.com

Profession

  • Wealth Manager
  • Professional Certifications

    Functional Expertise

  • Employee benefits
  • Estate planning
  • Family business
  • Investments
  • Retirement
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    3(38) fiduciaries for 401(k) & 403(b) plans AND asset & wealth management for business owners and high net worth individuals

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Government
  • Non-profit
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage
  • Client Results

    Retirement and Financial security and independence

    Membership

    Maryland Individual

    Member Since

    Member for 1 year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    In order to meet other top tier professionals and build strategic partnerships for the benefit of our clients.