Anna Bhai, CFP®
SENIOR FINANCIAL PLANNER
Currently living in: Denver, CO
Hometown: Corners, Georgia
Anna Bhai is a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of experience providing comprehensive wealth planning for individuals and families. She specializes in integrating retirement, tax, estate, insurance, and investment strategies into thoughtful, personalized financial plans that evolve with each stage of life. Inspired by her upbringing in a hardworking immigrant family, Anna is passionate about simplifying complex financial decisions and helping clients achieve lasting confidence in their financial future. Anna was raised in Georgia, where she earned a Bachelor of Science in Financial Planning and a Bachelor of Business Administration in Risk Management & Insurance from the University of Georgia, and now lives in Denver.
Get to know Anna:
Outside of work, I’m the family’s travel agent, adventure coordinator, and snack packer. Colorado has my address, but Georgia will always have my heart, where I learned to appreciate Southern hospitality, family traditions, and the kind of front porch conversations that bring people together.