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Welcome Ana: A Paraplanner with Purpose


As our firm continues to grow, one thing will never change: our commitment to providing you with the personal attention, thoughtful advice and exceptional service you deserve. That’s why we’re excited to welcome Ana Fritch to Financial Freedom for Dentists as our newest Paraplanner.



Passion Sparked for Financial Planning


Ana’s interest in personal finance began at age 14 when she started saving for her first car growing up in rural Snohomish. “Saving and budgeting came naturally to me,” she says, “but watching my brother struggle with the same concepts sparked my curiosity about how people think differently about money.” Before long, she was investing her own savings—starting with a trash collection company because, as she jokes, “people will always need trash service!”


Finding beauty in nature amidst the chaos on her family’s farm when it flooded last year.
Finding beauty in nature amidst the chaos on her family’s farm when it flooded last year.

“The feeling after using my own money to gain the freedom of transportation was really gratifying,” she says.  “That feeling of empowerment that you can attain by using money as a tool to reach life goals is something I really want to help our clients achieve,” says Ana.



An Academic Thirst for Building Expertise


Ana graduated Cum Laude from the University of Washington Bothell with a degree in Finance where she demonstrated a passion for investment research, financial analysis, and ethical decision-making. She was a member of the winning team in the CFA Seattle Ethics Challenge and a finalist in the CFA Research Challenge, where she collaborated with faculty and industry professionals to analyze companies, build valuation models, and present investment recommendations before panels of CFA charter-holders. Before joining our team, she gained hands-on experience by interning with a Seattle wealth management firm, helping prepare financial plans and investment analyses for clients.


Ana graduating with honors from University of Washington School of Business
Ana graduating with honors from University of Washington School of Business

The Untrainable Qualities Fitting in a Financial Advisor


Beyond her academic achievements, what stands out most are the untrainable qualities that matter in serving our clients: her curiosity, listening skills, her attention to detail, and her genuine desire to help people. “Wealth management is very complex, tied to each person's unique values, goals, and lived experiences,” says Ana.  “I have a natural sense of curiosity that leads me to enjoy continuously learning...Throughout the interview process, it was clear this team cared about finding the right fit just as much as I did.” 


All the fixings for Pad Thai-- Ana also loves to cook!
All the fixings for Pad Thai-- Ana also loves to cook!

Working for over four years at Tubs Gourmet Subs while attending school demonstrates not only her work ethic but also convinced us that we’ve found a rare gem who will help us continue delivering the high level of service our clients expect.


Please join us in welcoming Ana to the team. We’re excited for the knowledge, care, and gifts she’ll bring as we continue helping our clients achieve financial freedom.


Sunrise at Mt. Pilchuck Lookout Tower. Outside the office, you’ll often find Ana leading hikes and teaching outdoor skills with The Mountaineers.
Sunrise at Mt. Pilchuck Lookout Tower. Outside the office, you’ll often find Ana leading hikes and teaching outdoor skills with The Mountaineers.

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