INVESTMENTS - FINANCIAL GUIDE
DUENNA WEALTH ASSOCIATES
ANNA DASHKEVICH
Anna Dashkevich, CFP®, CEPA® is a financial planner with more than 20 years of experience helping business owners build, protect, and successfully transition their wealth with clarity and confidence. She works closely with entrepreneurs who want their personal and business finances aligned—so decisions are intentional, strategic, and forward-looking.
As a Certified Exit Planning Advisor (CEPA®) designee, Anna works with business owners who value preparation over uncertainty and choose to be proactive rather than reactive. She believes that well-planned exits, retirement transitions, and long-term legacies are supported by disciplined, intentional planning over time.
Anna Dashkevich is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org Duenna Wealth Associates is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies 3 Greenway Plaza, Suite 1500 Houston, TX 77046 713-402-3800. CRN202906-11151471
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