Anni Markmann has been a Certified Financial Planner since 2000. The CFP designation is earned through education and experience and requires annual continuing education.
Anni has earned the designation of Certified Professional Consultant on Aging, a professional dedicated to providing the highest quality of service possible to Boomer and Senior Clients. A CPCA learns about the physical, social, and psychological aspects of aging; understanding how grief and loss affect each of us, learn about financial and estate planning requirements, wellness, spirituality, and most importantly, the ethics of dealing with older clients.
Anni started her career with a major bank in 1985. However, in 2004, with her financial planning knowledge and a desire to do more for her clients than what was possible as a bank employee, Anni established her own business, Anni Markmann Financial Services operating as STE ANNE TAX SERVICE. Anni specializes in providing tax and financial advice to families and seniors.