Anita Andreana, B.A.A., RWM (LLQP certified)
Financial Planning Specialist
AKA Chief “Coordination” Officer
I love being part of the Continuum II family, bringing a wealth of experience and expertise working with individuals, families, and businesses. Operating with you as part of our team to document your wants and dreams while helping to create the right strategy to meet your needs, both now and in the future. With a personal family legacy in financial planning, I am passionate about carrying on our family’s tradition of providing exceptional financial advice.
A detail-oriented approach and critical big-picture thinking drives my passion to gather all the necessary facts, figures, and goals rolling them into a clear and simple plan for financial security, with direction to help ensure you are prepared for the unexpected events life may throw your way. Driven by logic and common sense, I strategize to help you achieve financial success and peace of mind.
With the addition of our Family Legacy Practice, I take a rich understanding of the importance of trust, integrity, and long-term commitment to the business families we work with. I believe that financial planning is not just about money, but about creating a legacy of security and prosperity for generations to come. My passion and dedication for work are reflected in the relationships we build with you, and your trust for our guidance on your life’s financial journeys.