Quantis Wealth Management
Anita Zhu, CFA, is a Portfolio Manager and Financial Advisor with experience managing portfolios for high-net-worth clients, conducting financial planning, and building investment proposals tailored to clients' needs. With a background in finance and experience at various financial institutions, Anita brings a strong expertise in investment models, stock screening, and client relationship management. Anita's educational background includes a Master's degree in Finance from The Johns Hopkins University - Carey Business School.
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Quantis Wealth Management
At Quantis Wealth Management, we value the personal relationships with each of our clients and appreciate the trust they have put in our team. We recognize that our clients are planning for their future and have immediate needs with their particular life circumstances. Our commitment to consistent and on-going discussion allows us to guide our clients and help them make smart financial choices with their money to achieve the goals they set. This communication strictly intended for individuals residing in the states of AZ,CA,DC,FL,HI,IL,MD,MN,NC,NJ,NM,NY,OH,OR,PA,RI,TN,TX,VA,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Service here: www.commonwealth.com/termsofuse.html Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org, a Registered Investment Advisor. Quantis Wealth Management, 8000 Towers Crescent Drive, Suite 1250, Vienna, Virginia 22182 (703) 462-9618