Anna Dashkevich
Anna Dashkevich, CFP, CEPA
Houston, Texas
Contact
How to contact
adash@financialguide.com
Professional Profile
Call Me When
You need a trusted CEPA partner who helps business owners navigate complex financial transitions and create long-term wealth strategy
Professions
Consultant
Insurance
Wealth Manager
Functional Expertise
Finance
Management succession
Retirement
Risk management
Strategic planning
Tax
Business Focus
Business, Financial and Personal Planning
Professional Certification
CEPA , CFP
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Protected business that can focus on growth; retirement with confidence
Advisor Resource Relationships
EPI
The Value Builder System
BizEquity
Chapter information
Membership
Houston Individual
Member since
New Member
Why I'm a Member of XPX
Actively networking with top-tier local professionals who are passionate about helping business owners thrive.
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