Anna Felix Email and Phone Number
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I work with women that are business owners, entrepreneurs and professionals. These women are busy and don't have the time to research what they should be doing with their money. More importantly, they don't want to make any mistakes that will affect their financial security. As a business owner and entrepreneur myself, I've done the research and I'm excited to help them avoid the pitfalls I personally experienced as a widow trying to figure out how to get my own finances in order. Together we plan for what you expect and prepare for what you don't expect. There is never any judgement; I make your options easy to understand, and I offer strategies that are very unique.My motto is PLAN TOMORROW TODAYMy passion is empowering women in their finances. Because of my life experiences, I make sure that families are protected, and ready for any financial roadblocks that might appear. I want to be your financial GPS, providing the best route for your unique situation.While I love my work, there are many other things I am passionate about. My family is very important to me, and I love spending time with them, traveling and exploring new places. We love the beach, wineries, breweries and finding new restaurants. Reading, concerts, theatre, art galleries and museums are also my jam.I am very engaged in non-profit work in my community, and I look for ways to connect others with services they need. If you are near me, reach out and let's grab a cup of coffee or wine. Call me today @ 209.613.9445 or contact me via email - anna.felix@strongholdpartners.comI look forward to meeting you!
Stronghold Wealth Partners
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Wealth Partner At Stronghold Wealth PartnersStronghold Wealth Partners Dec 2022 - PresentInnovative Financial Strategies -
CeoFelix Enterprises Jan 1991 - PresentI am an Independent Marketing Consultant for companies that are looking to expand their reach. I have done this for years and use special techniques that I've developed. I also speak three languages, so maintaining high level interpreting skills requires that I use and maintain them on a regular basis. I enjoy interpreting for attorneys, doctors, tech firms and companies that plan large conventions and seminars. Language is a modality that requires frequent use and implementation.
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Managing DirectorLegal Shield Advocate Feb 2003 - PresentSarasota, Florida, UsAs I help people plan for an abundant future, I also know that they need to make sure their financial plan will be executed exactly as they have planned. This requires having a will, and possibly a trust depending on their situation. This is an important component of their plan. -
Managing DirectorMod Financial Apr 2021 - Dec 2022Scottsdale, Arizona, UsSmart Money Strategies -
Executive Managing Director- Tax Free Retirement Specialist- Specialist In Building And Protecting WCalchoice Financial Jul 2020 - Apr 2021Scottsdale, Arizona, Us -
Regional Director- Tax Free Retirement Specialist- Specialist In Building And Protecting WealthCalchoice Financial May 2018 - Apr 2021Scottsdale, Arizona, Us -
Co-FounderNexvision Investments Powered By Calchoice Financial May 2015 - May 2018Life Insurance -With Living BenefitsPrivate Reserve Account (PRA) Tax Free RetirementInvestments with ZERO risk.AnnuitiesExpand your financial portfolio using Land Banking.
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Regional Sales ExecutiveReply.Com Jan 2012 - Jan 2015Walnut Creek, Ca, UsNational Sales Executive for iMotorsNational Sales Executive for QualitysmithWorked with Dealerships and Contractors nationwide to establish marketing plans using internet leads. -
Telephonic InterpreterLanguage Line Feb 2006 - Sep 2009Worked Globally as a Telephonic Interpreter. Main locations were Europe, Brazil and Africa. Insurance Claims, Medical Interpretation, Court Interpreter, Department of Home Land Security, FEMA, Federal and State Offices, Utility Companies and Banking Institutions.
Anna Felix Skills
Anna Felix Education Details
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Mlmu- Marketing Program Ft. Lauderdale, FlMarketing -
Host Business SchoolGeneral Business -
Turlock High SchoolGeneral Studies And Humanities
Frequently Asked Questions about Anna Felix
What company does Anna Felix work for?
Anna Felix works for Stronghold Wealth Partners
What is Anna Felix's role at the current company?
Anna Felix's current role is Smart Money Strategist / Empowering women to feel confident about their financial future / Creating generational wealth / The majority of my clients are women, but I also enjoy working with qualified men..
What is Anna Felix's email address?
Anna Felix's email address is ra****@****msn.com
What is Anna Felix's direct phone number?
Anna Felix's direct phone number is +120961*****
What schools did Anna Felix attend?
Anna Felix attended Mlmu- Marketing Program Ft. Lauderdale, Fl, Host Business School, Turlock High School.
What are some of Anna Felix's interests?
Anna Felix has interest in Interior Design, Grandkids, Exercise, Legal Shield Broker, Portuguese Interpreting, Home Improvement, Shooting, Reading, Sports, Golf.
What skills is Anna Felix known for?
Anna Felix has skills like Public Speaking, Customer Service, Microsoft Office, Sales Management, Powerpoint, Microsoft Word, Microsoft Excel, Team Leadership, Small Business, Lead Generation, Online Marketing, Online Advertising.
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