Ana is a 22-year-old businesswoman who also serves as the CEO and managing partner of the Wealth Companies. Located in the Miami metro area, including Ft. Lauderdale, Wealth Companies provides financial planning in addition to real estate services for both residential and commercial property in the area. Wealth Companies, under the direction of Ana, has a proven track record of success with its personal clients as well as in the development of teams. The ten-year anniversary of Wealth Companies, which will be celebrated in December 2022, represents an exciting milestone for a successful company.
Her bachelor's degree in business administration was earned at Sam Houston State University. Her combination of education and experience, with a focus on Business Administration and Marketing, has had a significant impact on the lives of her clients and their families. Because retirement is now more expensive than it has ever been, Ana sees her work as that of a servant to both her clients and those under her leadership. Ana's definition of success is assisting clients in alleviating the stress of financial planning during what will be the most enjoyable years of their lives.
Ana's professional practice is based on the principle of learning first, followed by everything else. Ana and her business partner Rafael developed a financial literacy program to help high school seniors, teachers, parents, and other members of the community gain the financial knowledge they require. Wealth Learning is a 501 (c)(3) public benefit corporation that has been approved by the IRS. Its mission is to provide financial education to high schools and community organizations throughout the United States of America.
Ana has enlisted the help of retired teachers, financial advisors, insurance professionals, real estate experts, attorneys, and people from a wide range of other professions to teach others about their fields. An absence of financial literacy instruction in schools served as a calling for Ana, who now devotes her time to assisting high school students as they prepare for life in a financially complex world. Schools in Miami Dade County Schools, Broward County Schools, Palm Beach County Schools, schools in the Houston Independent School District, and prominent companies and organizations throughout the United States have hosted presentations.