Anne Ding

CFP®, CPA, RICP®, CLTC®, MBA

For over a decade, Anne has dedicated her career to providing education and coaching to help clients make sound financial decisions, enabling them to secure a confident financial future. Anne was recognized three years in a row by Forbes as a Best-in-State Top Financial Security Professional in 2023, 2024 and 2025, a testament to her experience and commitment to excellence in the field.

Anne is deeply commitment to understand clients’ goals and concerns.  Her comprehensive financial planning services include: cash flow analysis, investment management, risk management strategies, retirement income planning, social security optimization, long term care solution, business succession planning, tax-efficient strategies, and estate planning.  

Anne, alongside her professional team, serves clients from diverse backgrounds.  Her clients are busy professionals, executives, small business owners and happy retirees.  She is particularly passionate about empowering clients from multicultural backgrounds and women who are single, divorced or widowed to feel confident in their financial decisions. Anne finds particular joy in assisting pre-retirees and retirees with retirement planning, helping them create sustainable retirement income and addressing their long-term care needs. 

As a CPA with an extensive tax background, Anne possesses unique insights that allow her to develop financial plans incorporating tax-efficient strategies. Anne began her career as an accountant, earning her CPA license in 1999.  Her personal experience with family financial planning through Pacific Advisors highlighted the power of strategic planning to improve financial freedom.  Inspired by this, Anne joined Pacific Advisors in 2012 with a goal to make a lasting positive impact in others’ financial lives. 

Anne and her husband live in SF Bay Area and have two adult children.  She supports several charitable and civic organizations and enjoys gardening, dancing, swimming, and spending time with family and friends.  

Anne holds a Master’s Degree in Business Administration (MBA) from Long Island University in NY. She has Series 6,7 and Series 66 securities licenses and has earned designations as a CERTIFIED FINANCIAL PLANNER™, RICP® (Retirement Income Certified Professional) and CLTC® (Certification for Long-Term Care). 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0C20772. 

The Forbes awards are not issued by Guardian or its subsidiaries. The annual Forbes rankings are based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results