About Anam Financial Services

I’m the founder of Anam Financial Services, a financial coaching and planning practice built on the belief that financial literacy is the foundation of financial freedom. I help individuals and small business owners gain clarity, confidence, and control over their financial lives.

With more than 20 years of experience in corporate finance, treasury, and capital markets—and credentials including an MBA in Finance and the CFA Charterholder designation—I bring deep expertise while translating complex concepts into clear, practical guidance.

My approach is highly personalized. I don’t believe in one-size-fits-all solutions or rigid rules. Instead, I work with each client to create a financial strategy that aligns with their values, priorities, and real-world life—one they can sustain over time.

My goal is simple: to empower clients with the knowledge and tools they need to make confident financial decisions long after our work together.