About My Practice
About Union Financial Partners
Client-focused Certified Financial Planner™ and Registered Investment Advisor for individuals, families, estates, and trusts with over 20 years of experience.
Investment management services also include Retirement Plan Advisorship for small and medium businesses providing advice and guidance for the composition of retirement plan portfolios such as: 401(k), 403(b), Simplified Employee Pension Plans (SEP), etc.
Union Financial Partners is about you! A client-focused philosophy and genuine desire to help pervades everything we do.
We truly care about you and we are committed to helping you set and attain your financial goals. We strive to deliver a caring and committed long-term partnership, individual attention, unbiased advice, objective recommendations, and ongoing consultation and guidance from an experienced and professionally qualified team. We work exclusively for you, our client, always only acting in your best interests and for your financial security!
Caring, Commitment, Peace-Of-Mind
Union Financial Partners was founded to provide personal and individualized assistance to people like you who want advice, guidance, and ongoing financial services customized to their specific needs and financial goals. We know that your lifestyle choices, your personal values, family and estate planning, a comfortable retirement, and your peace-of-mind are intertwined with personal finances, managing cash flow, and making investment decisions. We listen to you to include all of these items, and more, to develop a customized plan and investment strategy with you and for you based on your needs, financial goals, lifestyle choices, and values. We call this unique approach - "goal-based investing".
In addition to our financial planning and investment management services we use explicit strategies and techniques to keep you focused on your financial goals. Focusing on achieving your financial goals is also a fantastic way to cope with market volatility and remain calm so that your investments are positioned to capture all market returns and hence maximize your wealth. Our goals-based approach and abilities to comfort you, reduce your anxiety, and provide you with an ongoing feeling of financial security and peace-of-mind is one of the greatest benefits that our clients tell us they receive.
We also understand that "life happens" and that you will have ongoing questions about your progress and questions about specific choices and decisions. And when changes to your life and financial situation do occur, we make the appropriate adjustments to your plan and investment strategy. We are always happy to consult with you and advise you whenever you need us.
Goal-Based Investment Management
Goal-based investment strategies is a differentiating specialty that we practice. We help you define and set explicit financial goals, create and manage a correspondingly customized investment strategy, and keep you focused on achieving those goals. As in most endeavors, education, career growth, personal fitness, sports, etc., setting and driving toward explicit goals increases one's likelihood of successfully attaining their goals. Similarly, goals-based methods apply to managing investments toward specific financial goals.
Union Financial Partners was founded by Ann Terranova in 1997 to provide client-focused comprehensive and tightly integrated personal financial planning and investment management services. The Union Financial Services Advisor team possesses over 35 years of combined relevant experience.
Ann Terranova - CFP® and Investment Advisor Representative, has been in the financial services industry since 1983. Ann is also a member of the Financial Planning Association (including the San Francisco chapter) and the National Association of Personal Financial Advisors. View Ann's profile on LinkedIn: http://www.linkedin.com/in/annterranova
Anthony Gesek - Investment Advisor Representative, has been in the financial services industry since 2007. View Anthony's profile on LinkedIn: http://www.linkedin.com/in/anthonygesek
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Thank you for considering Union Financial Partners to assist with financial services tailored to your personal, family, and/or business needs.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.