Cfp® Anne A. Flink Aif®

Anne A. Flink, CFP®, AIF® has over two decades of work experience. Anne A. is currently employed at CAPTRUST, where they started in 2022. At CAPTRUST, Anne has held two roles - initially as a Specialist in Wealth Planning from January 2022 to January 2023, and currently as a Team Lead in Wealth Planning since January 2023.

Before joining CAPTRUST, Anne worked at Parsec Financial from 2012 to 2022. During their tenure at Parsec Financial, they held multiple positions, including Financial Planning Strategist from December 2021 to January 2022, Financial Paraplanner from June 2019 to December 2021, and Client Service Specialist from December 2012 to May 2019.

Prior to their time at Parsec Financial, Anne worked at ASIS Investments as a Private Family Office specialist, focusing on Fine Art and Oil and Gas Investments from 2010 to 2012.

Anne's earliest career experiences include working as a Designer at Joy Li Concepts from 2009 to 2010, an Architectural Designer at Johnson Carlier from 2008 to 2009, an Architectural Designer at OZ Architects, Inc. from 2007 to 2008, an Architectural Designer at HKS, Inc. from 2004 to 2007, and an Intern Architect at Advanced Architectural Concepts from 2002 to 2004.

Anne A. Flink, CFP®, AIF® attended Arizona State University from 1999 to 2003 and earned a Bachelor of Science degree in Architecture. Anne A. also completed the Executive Program for Financial Planning at the University of Georgia - Terry College of Business. In addition to their education, Anne A. Flink holds certifications as an Accredited Investment Fiduciary from fi360, a Certified Financial Planner (CFP) from the CFP Board, and a Series 65 certification from NASAA. The specific dates of when they obtained these certifications are not provided.