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MEMBER PROFILE

 

Anna Dashkevich

Anna Dashkevich, CFP, CEPA

 

Member profile details

Membership level
Houston Individual
First name
Anna
Last name
Dashkevich
Title
Strategic Financial Advisor |
Company
Anna Dashkevich, CFP, CEPA
XPX Chapter Email Lists
  • Houston News & Events
 

CONTACT INFORMATION

City
Houston
State
Texas
 

PROFILE INFORMATION

Call me when
You need a trusted CEPA partner who helps business owners navigate complex financial transitions and create long-term wealth strategy
Why I/we support XPX
Actively networking with top-tier local professionals who are passionate about helping business owners thrive.
Profession
  • Consultant
  • Insurance
  • Wealth Manager
Functional Expertise
  • Finance
  • Management succession
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CEPA , CFP
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
In Business Since
2002
How to contact
adash@financialguide.com
Business Focus
Business, Financial and Personal Planning
Client Results
Protected business that can focus on growth; retirement with confidence
Advisor Resource Relationships
  • BizEquity
  • EPI
  • The Value Builder System