Serving Centerville, Mashpee, Falmouth and Martha’s Vineyard
Anca is an experienced wealth management professional with over 20 years of experience in the financial services industry. She demonstrates the highest ethical standards in her work with clients, helping them navigate their unique circumstances to achieve their individual financial goals.
Anca grew up in Romania, where she earned her Bachelor of Arts degree from Babes Bolyai University in the heart of Transylvania, and she later pursued an MBA from the Charlton College of Business with the University of Massachusetts Dartmouth after moving to the United States over 20 years ago. She now resides in Mashpee with her family. In her spare time, she enjoys playing pickleball, running and going to the beach.
Qualifications
- Series 7: General Securities Representative
- Series 66: Uniform combined State Law
- Life Insurance License
Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
