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Background & Experience
Ann’s journey in the retirement plan industry began after she graduated from Cal State Fullerton with a concentration in Accounting. Her first office job as a Retirement Plan Associate sparked a genuine passion within her, and she has been dedicated to the field ever since.
Despite always having a terrible sense of direction and invariably choosing the wrong route, Ann still wholeheartedly trusts her instincts!
"The only way to do great work is to love what you do." - Steve Jobs
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