Ann Arceo AAMS™ - Financial Advisor, Operations Manager

I began my career in financial planning nearly 15 years ago. While attending college, I worked at a wealth management firm in Houston, Texas, that provided in-depth comprehensive financial planning and investment management. I fell in love with the planning process and never looked back.

I went on to work for LPL Financial, an independent broker dealer, where I earned my Series 7 & 66 securities licenses. I worked alongside a branch manager creating financial plans, account summaries, and investment performance reports. From there, I started my own RIA firm and provided outsourced planning services to other advisors. I loved helping small firms implement new systems and processes so they could better serve their clients.

I hold a bachelor’s degree in business management from the University of Houston, Victoria. I live with my husband and two children in Fort Collins, CO, and we enjoy spending time with friends, hiking, traveling, and of course planning our financial future together!

I’m excited to join the Del-Sette Capital Management team and learn more about the innovative retirement planning process the firm is using to transform client lives.