Anna Vo

Anna Vo is an accomplished finance professional with extensive experience in wealth advisory and mortgage banking. Currently serving as an Associate Wealth Advisor and Client Relationship Associate at EP Wealth Advisors since December 2022, Anna has previously held positions such as Account Executive at Sprout Mortgage and multiple account executive roles at Nations Direct Mortgage, Stearns Lending, and Network Capital Funding Corporation. With a background in loan portfolio analysis at Trinity Financial Services, Anna has demonstrated expertise in creating detailed financial reports and managing loan modification processes. Anna holds a Bachelor of Arts in Finance from California State University, Fullerton, and a Bachelor's Degree in Finance and French from American Business College Paris.