Anne Schwab, CFP®, EA, MBA

Tax Advisor




Anne serves as a Tax Advisor for our Scottsdale, Arizona office assisting clients with tax preparation and planning. Anne has been a practicing Certified Financial Planner® for over three decades, specializing in financial, tax, investment and retirement planning strategies. Drawing from her clients’ experiences, she wrote the award-winning book “Money Matters Made Simple: A Woman’s Guide to Financial Health and Wealth”. She is passionate about showing clients how their financial components are integrated just as the organs of their body are integrated. Her recent work experience includes several international assignments providing financial education and guidance to USA military service members and has prepared taxes at a leading Phoenix CPA firm. She has served on numerous boards and committees, has co-hosted a radio program and has been recognized as an Influential Woman of the Year.

When Anne is not at work, you will find her golfing, hiking, writing and spending quality time with her family and friends.

Anne Schwab, CFP®, EA, MBA