Annie Klopstock
Associate Advisor
If you asked Annie to describe herself in three words, she’d say… Respectable. Reliable. Consistent.
About
As an asset manager at BEW, my role is to support our lead advisors with detailed analysis and organizational efficiency. I’m passionate about creating reliable systems that enhance productivity and ensure client success. I was drawn to wealth management because I believe financial health is foundational to a higher quality of life — and I want to help make that a reality for as many people as possible.
When working with clients, my goal is to demonstrate our in-depth knowledge while saving them valuable time and money. Building relationships with clients is much like building friendships: it takes time and mutual understanding. I enjoy breaking down complex financial situations step by step, using clear and open communication to make sure clients feel confident in their decisions and the path forward.
I’m one of a few amazing bakers at the office. In my free time, you can find me whipping up a new recipe.
Education
- San Diego State University – Economics Major with an emphasis in Quantitative Analysis, Statistics Minor
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