Anne Kaley Franklin-Peiper, ChFC®, CLU®, CASL®

Wealth Management Advisor

Personal

Our family has been engaged in community building since the 1960s in Orlando and in Boston since 1910. It was only natural that I spent my 20s working in the non-profit sector. After all, it was the ‘family business’. After ten years, however, I felt disconnected from the end user of the funds I was raising. I was also intrigued by the relationship between people and money.

I wanted to make a more direct positive impact on other and felt called to building a business that was both educational and constructive. With two small children, this transition had to be intentional and efficient. I knew I had lots to learn. My husband has been my biggest fan and together we've built a loyal clientele.

Since 2001, I have never stopped studying the many financial, legal and tax implications of investing, risk management, accumulation and distribution planning. A special interest of mine is tax efficient legacy planning for children or charities.

The best part of my entire day is meeting with you. I'm always looking for the best way to be a resource to you.

 

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