I’m elated to have Anne McCabe Triana CEO/wealth advisor of Curo Private Wealth on The Dating Advisory Board Podcast. I’m excited to learn how we can better invest in ourselves and our money. Anne McCabe Triana has been in the financial services industry since 2001. She began her finance career on the banking side, then served as an Advanced Financial Advisor for American Express Financial Advisors / Ameriprise Financial and UBS. Additionally, she co-founded an independent wealth management firm before forming Curo Private Wealth. Anne has a true passion for helping people feel more confident and secure about their financial futures utilizing the financial planning process, and believes that plans should incorporate goals, values, and risk tolerance.
Anne is dedicated to constantly increasing her intellectual capital. To that end, she acquired the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning in 2007. In 2011, she acquired the prestigious CERTIFIED FINANCIAL PLANNERTM certification through Georgetown University and the CFP Board; meeting rigorous education, examination, experience, and ethics requirements. One of Anne’s passions is to educate the community about financial matters. She does that through various media outlets such as Federal News Radio (WTOP’s sister station), ABC7, News Channel 8, NTN24, and Telemundo Washington. She also is an Adjunct Professor at American University, teaching Personal Financial & Financial Institutions. She has been asked to speak at a number of conferences including the 2013 Barron’s top women financial advisor conference. Anne was selected for SmartCEO’s Brava! award in 2013, Five Star Wealth Manager award in 2015, and made Washingtonian Magazine’s Top Wealth Advisor list in 2016.
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Securities and advisory services offered through LPL Financial, a registered investment advisor.
An extremely active citizen in the community, Anne is a member of the Financial Planning Association, Entrepreneurs Organization (EO), Business Networking International, and sits on the Board of Governors of The Tower Club. Anne lives in Ashburn, Virginia with her husband, her son, and two Yorkshire Terriers. She is an avid reader, attempts to play golf, speaks fluent Spanish, and loves spending time with family and friends.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Investing involves risk including loss of principal. No strategy assures success or protects against loss.