Broker Check
Ann Poloko, CFP®

Making sense of the multifaceted issues involved in your finances can be incredibly confusing and stressful. Mistakes can be costly, and today’s uncertain financial environment can make finding the right path challenging.

I specialize in helping my clients simplify their financial lives and find the right solutions to their unique financial concerns. Most of my clients have serious questions about how to save for the future, create a comfortable retirement lifestyle, and leave a loving legacy to their families or the causes they care about. I help them prioritize their goals and create actionable roadmaps that help them get to where they want to go.

My clients count on me to mentor them and hold them accountable to the goals we set together. By offering them continuous support and detailed follow-through, I give them the confidence of knowing they have a plan in place.

I’m passionate about my community and have served as a past member of the Executive Board of the Corona Chamber of Commerce, and am a current member of both the Circle City Rotary Club of Corona and the Legislative Action Committee, a legislative advocate group for small businesses. I am also a strong supporter of organizations focused on addressing childhood illnesses and health.

To better serve my clients, I invested in advanced professional training to become a CERTIFIED FINANCIAL PLANNERTM (CFP®). To earn the CFP® designation, I had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. I am also required to adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.

When I’m not working, I’m often outdoors or RV traveling with my family and our lab, Toby.