About Ann Arceo

Ann Arceo is a Financial Planner and President of Savvy Duo Financial Planning, Inc. Ann began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas. The firm catered to high net worth individuals.

She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients.

Ann also has a passion for writing, and her articles have been featured on, a website which has 20 million unique visitors per month. She has also written for,, and has been quoted in articles for Forbes and U.S. News & World Report.

Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria. She lives with her husband and new baby in Vail, CO. They enjoy spending time with friends, hiking, and of course planning their financial future together!

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