Ann M. Covington, CFP^®

CPWA^®

CovingtonAlsina

67 West St Suite 200
Annapolis, MD 21401-2454

FINANCIAL ADVISOR'S WEBSITE

www.covingtonalsina.com

(410) 457-7165 CONNECT WITH Ann

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

CovingtonAlsina offers comprehensive financial planning for a flat fee.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Ann Covington is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CovingtonAlsina in Annapolis, MD and the surrounding communities.

Financial Advisor Overview

CovingtonAlsina is a financial planning firm founded in 2012 to help clients with every aspect of their financial lives. We use our PursePower™ method – an empathic, jargon-free approach to help clients make wiser financial decisions, maximizing their resources to reach their goals. Based in Annapolis, Maryland and serving clients around the world, CovingtonAlsina is data-driven, using the latest research in behavioral finance to help clients make effective changes.

Financial Advisor Experience

Ann Alsina is a graduate of The Fisher School of Accounting at The University of Florida. After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made the switch to financial services with the birth of her first daughter. As a woman who has spent her career in male-dominated industries while raising children and managing a household, Ann has a passion for providing advice to other strong, successful women. She believes that our financial lives have become incredibly complex, and that everyone can benefit from professional advice, support and encouragement. Ann currently serves as the Treasurer for the Board of Trustees of Historic Annapolis, and as a Regional Director for the University of Florida Alumni Association Board of Directors. Past board service includes serving as Chair of the Finance Council for St. Mary’s Church, Vice-President of The Annapolis Opera, and Treasurer of The Summit School. When she’s not in the office, Ann enjoys spending time with her two daughters, hiking, and visiting museums. Ann holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations, as well as her life and health insurance licenses and the Chartered Life Underwriter™ designation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: MD, VA
Fixed annuities: MD, VA
Variable annuities: MD, VA

Broker-Dealer Disclaimer

CovingtonAlsina is a Registered Investment Advisor.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances