Anna Vollenweider Email and Phone Number
A good plan can open all the right doors, enabling you to fulfill your dreams. I’ve lived out that reality as a full-time RVer, travelling the country for 3 years. Now, as a Financial Advisor and Planner for Simplicity Financial Planning LLC, a Mesa, Arizona, based, team-focused, financial services firm, my job is to help you to do the same. The lion’s share of my career was spent in Accounting, which has given me a firm foundation on which to build my work as a Financial Planner. I have deep passion for helping people reach their financial goals. I love that with a few tweaks to a plan, I can affect dramatic, positive change to my clients’ financial situations. My work at Simplicity Financial Planning LLC allows me to ensure my clients are planning for today, not just some point down the road. While the long-term picture is indeed important, it is likewise vital to be able to be fulfilled and find joy today. With that in mind, I always work with my clients to determine what their goals are both now and going forward. I believe in honesty and kindness. With empathy and top-quality work, I ensure my clients’ needs are at the forefront. I am direct in my communication, so that those with whom I partner know precisely what their options are and where they stand. I focus on the small details so that my clients are free to keep the larger picture in mind. I relish working with a team whose members are always endeavoring to keep finances fun for clients. Creating a financial plan can be intimidating, but we make money and the management thereof approachable. Life is all about having a solid Plan B, and I work tirelessly to make sure my clients and their families are on solid footing. Please reach out: I’d love to work with you to bring your dreams to fruition. I’m reachable at Anna@Simplicity-FP.com or 970-426-0239. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Simplicity Financial Planning LLC are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Simplicity Financial Planning
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Financial PlannerSimplicity Financial Planning Dec 2023 - Present
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Financial AdvisorLevel Up Life Planning, Llc Jul 2022 - Dec 2023Albuquerque, New Mexico, Us -
Director Of Financial Planning | Wealth Management | Retirement Planning | InvestmentHeritage Financial Strategies Aug 2020 - Jul 2022Gilbert, Arizona, UsI now have the pleasure of serving as Heritage Financial Strategies’ Director of Financial Planning, building financial plans for clients in addition to training and onboarding new advisors. With a keen eye, I ensure financial plans are precisely as they need to be, adjusting details as necessary so that they align exactly to clients’ needs. In addition, I provide investment management, retirement and educational funding planning, and life insurance and annuity review through Cambridge Investment Research. -
Licensed Financial Advisor | Financial Operations Coordinator | Portfolio Building | New AccountsFamily Wealth Advisors, Llc 2017 - 2020Building upon success in a temporary position to assist with a Change of Broker/Dealer, I stayed on as Licensed Financial Advisor and Financial Operations Coordinators for Family Wealth Advisors. I worked on all manner of back-office operations, including, but not limited to, research, model portfolio creation, and account rebalancing. Moreover, I interfaced with clients, resolving questions, completing paperwork and account changes, and ensuring distributions. I was integral in the creation of new procedures to guide rebalancing and standard process completion.
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Pension Systems Accountant | General Ledger | Financial Statements | Audits | CommunicationKansas City Police Employees’ Retirement Systems Oct 2002 - Jun 2016Capping a long career in Accounting, I worked for nearly 15 years as the Kansas City Police Employees’ Retirement System’s Pension Systems Accountant, whereby I held responsibility for all accounting aspects of the Police and Civilian pension plans. In addition to maintaining the general ledger accounting system, I coordinated audits and various financial reporting, payroll and reporting, and communication with myriad parties, ensuring that all involved had precisely the information they needed to thrive.
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Staff AccountantTrudy Beard Cpa Pc Sep 2001 - Apr 2002Responsible for preparing and analyzing financial statements and preparing tax returns for the following company types: individual, partnership, S corporation, and C corporation. Responsible for preparing payroll and monthly, quarterly, and annual payroll reports, including W-2s and 1099s, and handling any questions that arose from those reports.
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InternTaylor, Perky & Parker, Llc Jan 2001 - Apr 2001Overland Park, Kansas, UsResponsible for preparation of the following tax returns: individual, partnership, S corporation, C corporation, and trust. Responsible for preparing compilations for partnerships, S corporations, and C corporations. Assisted the marketing director with research. -
Advertising/Marketing Financial ManagerWestern Auto Supply Company, Inc. Jun 1998 - May 1999Responsible for all aspects of accounting for the Advertising/Marketing Department including: corporate financial reporting, budgeting store advertising expense, management of expenses for advertising projects, allocating funding to all stores, weekly expense estimates, supervising payment of invoices, working directly with all levels of the marketing staff and analyzing the effectiveness of various forms of advertising. -
Financial Reporting And Analysis PositionsWestern Auto Supply Aug 1988 - Jun 1998Developed new reporting systems that emphasized the impact of advertising spending on sales. Created reports to enable viewing over 600 store's operating statements within seven pages. Assisted with the sublet of service bays of 157 stores, from screening potential clients to profitability analysis after the sublet had taken over. Assisted in developing budgets at many levels: sales and margin for continuing and opening stores, all aspects of conversion stores, advertising expenses at the high level, etc. Tracked $200 million capital expenditure (annually) for retail stores and reconciled to fixed asset system. Experienced on the Cash Management desk. Assisted with inventories of all locations by preparing inventory schedules, monitoring reports, and reconciling inventories. Assisted in the implementation and training of all Accounts Payable personnel on the M & D Millennium Accounts Payable System and the On-Line Quote File. Created the Accounts Payable System Manual.
Anna Vollenweider Education Details
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University Of Missouri-Kansas CityAccounting
Frequently Asked Questions about Anna Vollenweider
What company does Anna Vollenweider work for?
Anna Vollenweider works for Simplicity Financial Planning
What is Anna Vollenweider's role at the current company?
Anna Vollenweider's current role is Financial Advisor and Planner at Simplicity Financial Planning LLC | Independent Financial Advisor | Accounting Professional.
What schools did Anna Vollenweider attend?
Anna Vollenweider attended University Of Missouri-Kansas City.
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