AeroLeads people directory · profile
Anna Vo Email & Phone Number
Associate Wealth Advisor
at
EP Wealth Advisors
1 work email found
@epwealth.com
2 phones found area 408
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate Wealth Advisor
Location
Orange County, California, United States
Company size
Who is Anna Vo? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Anna Vo is listed as Associate Wealth Advisor at EP Wealth Advisors, a company with 516 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 408, and a matched LinkedIn profile for Anna Vo.
Anna Vo previously worked as Client Relationship Associate at Ep Wealth Advisors and Account Executive at Sprout Mortgage.
Company email context
Email format at EP Wealth Advisors
This section adds company-level context without repeating Anna Vo's masked contact details.
{first_initial}{last}@epwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Anna Vo. Compare company email patterns before reaching out.
Profile bio
About Anna Vo
Experienced Mortgage Banker with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Sales, Management, Recruiting, and Microsoft PowerPoint. Strong finance professional with a Bachelor of Arts - BA focused in Finance, General from California State University, Fullerton.
Listed skills include Customer Service, Microsoft Office, Microsoft Excel, Leadership, and 13 others.
Current workplace
Anna Vo's current company
Company context helps verify the profile and gives searchers a useful next step.
Ep Wealth Advisors
8 roles
Anna Vo work experience
A career timeline built from the work history available for this profile.
Client Relationship Associate
Current
Dec 2022 - Present
Account Executive
Sep 2020 - Jul 2022
Mortgage Banker
Nov 2019 - Apr 2020
Account Executive
Dec 2018 - Nov 2019
Account Executive
Nations Direct Mortgage specializes in originating and purchasing residential mortgage loans, including FHA, Conventional, VA, USDA, Non-QM and Jumbo loan products. We originate loans through an exclusive network of Mortgage Brokers and our Correspondent Lending Partners. Our company prides itself on employing highly skilled mortgage experts who are.
Oct 2017 - Nov 2018
Loan Portfolio Analyst
Trinity Financial Services
- Created loan modification reports that examine borrower’s current status for company to use to make executive decisions
- Created reports using compilation of data from credit reports, collateral and/or bankruptcy documents
- Calculated both internal and external payoff and reinstatement by reading mortgages and collateral documents
- Monitored and managed Real Estate Owned (REO) accounts in company portfolio to maintain status
- Maintained consistent contact through regular communication with foreclosure trustee and Senior Mortgage holder
Mar 2017 - Sep 2017
Office Administrator
Managing and organizing a number of different day-to-day projects, including accounts payable, front-desk tasks, assisting with human resources (hiring, training, built employee manual for future employees), and inventory management of all supplies.
Jun 2015 - Aug 2015
Team & coworkers
Colleagues at EP Wealth Advisors
Other employees you can reach at epwealth.com. View company contacts for 516 employees →
KM
Kyle Mugica
Colleague at Ep Wealth Advisors
Los Angeles Metropolitan Area, United States
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RH
Richard Hernandez
Colleague at Ep Wealth Advisors
Greater Phoenix Area, United States
View →
DG
Derrick Garcia
Colleague at Ep Wealth Advisors
Orinda, California, United States, United States
View →
MD
Morgan Degooyer, Cfp®
Colleague at Ep Wealth Advisors
Salt Lake City Metropolitan Area, United States
View →
DJ
Dianne Johnson
Colleague at Ep Wealth Advisors
Los Angeles, California, United States, United States
View →
BK
Brandon Kuhn
Colleague at Ep Wealth Advisors
Mesa, Arizona, United States, United States
View →
KA
Kelly Anselmo
Colleague at Ep Wealth Advisors
Torrance, California, United States, United States
View →
OE
Omar Elsabbagh
Colleague at Ep Wealth Advisors
Los Angeles, California, United States, United States
View →
JC
Jack Curran, Cfp®
Colleague at Ep Wealth Advisors
San Diego, California, United States, United States
View →
WY
Will Yalam
Colleague at Ep Wealth Advisors
Scottsdale, Arizona, United States, United States
View →
Kyle Mugica
Colleague at Ep Wealth Advisors
Los Angeles Metropolitan Area, United States
View →
RH
Richard Hernandez
Colleague at Ep Wealth Advisors
Greater Phoenix Area, United States
View →
DG
Derrick Garcia
Colleague at Ep Wealth Advisors
Orinda, California, United States, United States
View →
MD
Morgan Degooyer, Cfp®
Colleague at Ep Wealth Advisors
Salt Lake City Metropolitan Area, United States
View →
DJ
Dianne Johnson
Colleague at Ep Wealth Advisors
Los Angeles, California, United States, United States
View →
BK
Brandon Kuhn
Colleague at Ep Wealth Advisors
Mesa, Arizona, United States, United States
View →
KA
Kelly Anselmo
Colleague at Ep Wealth Advisors
Torrance, California, United States, United States
View →
OE
Omar Elsabbagh
Colleague at Ep Wealth Advisors
Los Angeles, California, United States, United States
View →
JC
Jack Curran, Cfp®
Colleague at Ep Wealth Advisors
San Diego, California, United States, United States
View →
WY
Will Yalam
Colleague at Ep Wealth Advisors
Scottsdale, Arizona, United States, United States
View →
FAQ
Frequently asked questions about Anna Vo
Quick answers generated from the profile data available on this page.
What company does Anna Vo work for?
Anna Vo works for EP Wealth Advisors.
What is Anna Vo's role at EP Wealth Advisors?
Anna Vo is listed as Associate Wealth Advisor at EP Wealth Advisors.
What is Anna Vo's email address?
AeroLeads has found 1 work email signal at @epwealth.com for Anna Vo at EP Wealth Advisors.
What is Anna Vo's phone number?
AeroLeads has found 2 phone signal(s) with area code 408 for Anna Vo at EP Wealth Advisors.
Where is Anna Vo based?
Anna Vo is based in Orange County, California, United States while working with EP Wealth Advisors.
What companies has Anna Vo worked for?
Anna Vo has worked for Ep Wealth Advisors, Sprout Mortgage, Network Capital Funding Corporation, Stearns Lending (Nmls #1854), and Nations Direct Mortgage.
Who are Anna Vo's colleagues at EP Wealth Advisors?
Anna Vo's colleagues at EP Wealth Advisors include Kyle Mugica, Richard Hernandez, Derrick Garcia, Morgan Degooyer, Cfp®, and Dianne Johnson.
How can I contact Anna Vo?
You can use AeroLeads to view verified contact signals for Anna Vo at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What skills is Anna Vo known for?
Anna Vo is listed with skills including Customer Service, Microsoft Office, Microsoft Excel, Leadership, Management, Strategic Planning, Powerpoint, and Project Management.
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