Trust the Wisdom of Experience and Collaboration

Ann Terranova founded Union Financial Partners, Inc., in 1997 to provide financial planning, portfolio management, and financial consulting services to a wide variety of clients. Union Financial Partners specializes in a professional, customized and personal approach, offering integrated financial planning and asset management services on a strictly fee-only basis.

Through her professional and academic experience, Ann has developed the specialized skills required to integrate disparate parts of an individual's financial circumstances to form a comprehensive financial plan. With over 20 years of experience, Ann has been quoted in the Wall Street Journal, Forbes, Money Magazine, Redbook and many other publications. Union Financial Partners has gained a reputation for integrity and broad-based financial expertise when assisting business owners, multi-generational families and individuals, grow and retain their wealth.

Ann earned an M.S. in Financial Planning and Taxation from Golden Gate University, having been awarded a Golden Gate University Merit Scholarship and International Association for Financial Planners Scholarship. In 1981, she earned a B.A. in International Studies and Economics from the Ohio State University. She has NASD Series 7 and Series 63 licenses (now inactive). Union Financial Partners, Inc., is a Registered Investment Advisor with the US Securities and Exchange Commission. Ann is a Certified Financial Planner (CFPTM™). She has served on the Board of Directors of The Auxiliary, UCSF Medical Center at Mount Zion and participates in Small Business Advocacy and community projects. Ann has also been an adjunct professor in the School of Finance at Golden Gate University.

Collaborative Partners and teamwork are the foundation of how we work and why our financial planning process provides a lifetime of benefits. Our collaborative partners include CPA's, Attorneys (Business, Estate Planning, and others), Third Party Administration Firms for Qualified Plans, Real Estate Consultants, Insurance Agents and many other professionals that you might need to implement the recommendations developed with you in the financial planning process.