AnnaMarie Mock
CFP®
HIGHLAND Financial Advisors, LLC
Wealth Advisor
AnnaMarie Mock
CFP®
HIGHLAND Financial Advisors, LLC
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - AnnaMarie Mock, CFP®
Fee-Only financial planner specializing in helping pharmaceutical professionals make the most of their employee stock incentives and benefits
Many pharmaceutical professionals don’t understand their complex employer stock and benefit plans, which makes them feel like they are missing out on opportunities. AnnaMarie helps clients capitalize on their stock compensation and benefits so they aren’t leaving anything on the table.
AnnaMarie’s goal is to help pharmaceutical professionals:
- Take the guesswork out of their benefits.
- Avoid tax surprises and optimize timing.
- See the big picture of their financial life.
AnnaMarie is passionate about educating other young professionals, families, and people in life transitions, so they are armed with knowledge across the investment and financial planning world. She enjoys navigating employer benefits, exploring tangible and aspirational goals, and creating actionable recommendations to help achieve what matters most to each client.
AnnaMarie Mock is a fee-only Financial Planner at HIGHLAND Financial Advisors located in Wayne, NJ.
Professional Background
During my junior year at Montclair State University, I reluctantly attended a career fair held on campus not expecting to find the company I would call home, HIGHLAND Financial Advisors. As a Finance and Management undergrad, I was never really introduced to the financial planning field until my internship with HIGHLAND which was a revelatory experience. From that internship, I knew financial planning was my calling.
After graduation, I began working full-time for HIGHLAND as a Paraplanner and immediately enrolled in the CFP® program at Fairleigh Dickinson University. I passed my CFP® exam in the summer of 2016. Fast forward a couple years, I am currently working as a Financial Planner for Highland and am leading the team at Upswing Advisor.
As a millennial myself, I am passionate about educating other young professionals, so they are armed with an arsenal of knowledge across the investment and financial planning world. I enjoy navigating employer benefits, exploring tangible and aspirational goals, and creating actionable recommendations to help achieve what matters most to you. Success starts with creating a strong foundation with the basics and methodically working through life changing events.
Personal Background
I live in Essex County with my husband, Dorian, who is a mechanical engineer. We love to travel as much as possible domestically and abroad. We enjoy staying active throughout the year and being outdoors as much as possible. We love to hike, camp, and snowboard; watch out for us on the mountain though!
AnnaMarie Mock is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Why Financial Planning?
To empower you to make confident financial decisions so you can focus on what matters most to you. It is all about quality over quantity, and if I can solve all of the uncertainties surrounding your financial life – you will be able to be even more focused on living the life you want to live!
This is why we, at HIGHLAND Financial Advisors, LLC, started Upswing Advisor – to provide a platform for young professionals, new families, and young entrepreneurs to have access to comprehensive financial advice.
We are an independent Registered Investment Advisory firm, serving high-net-worth families and individuals nationwide since 1987. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. And as a fee-only firm, you can rest assured that we do not receive commissions—we are paid only by you for the services we provide you.
Our Clients - They want a trusted advisor for the long term—one who is dedicated to discovering and achieving what’s possible for them, thus helping them feel confident that they are on the right path to financial security. Our clients include individuals, families and organizations.
The Person is the Plan - We believe that financial planning is not just about your money. It is about your life. We created our financial planning process, The Person is the Plan®, so we can understand and help you follow the path that is calling out to you. When you work with us, our first conversations will focus on your vision for the future, not just your financials today. Then we will work through a series of modules to build your personalized financial plan. Once we lay the foundation, we will meet regularly with you to ensure you continue to make financial progress.
Our Investment Approach - At HIGHLAND, we believe no investor is the same, which is why we do not believe in a cookie-cutter approach to investment management. By custom tailoring an evidence-based investment strategy to fit your unique needs and value systems, we bring meaning to your money while increasing your odds of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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AnnaMarie Mock is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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AnnaMarie Mock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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AnnaMarie Mock is Lead Advisor at Upswing Advisors
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AnnaMarie Mock Contributes to UpSwing Advisor's Blog
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AnnaMarie Mock is Quoted on Money Management International: "Beware of these Financial Scams Targeting the Elderly"
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AnnaMarie Mock is Quoted in RIA Intel: "Fraud, Scams, and Hackings Are Surging. Advisors Must Do More to Empower Client"
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AnnaMarie Mock is Quoted on Student Loanify :"9 Common Student Loan Myths That Can Cost Borrowers Big Time"
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AnnaMarie Mock is Quote on Crooks, Liars and All Around Scammers Blog: "9 Common Student Loan Myths"
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AnnaMarie Mock is Quoted on Money Talks News :"6 Reasons Hiding Cash Around the House Is Dumb"
Contact AnnaMarie Mock
Office Locations:
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1680 Rt. 23
Suite 210
Wayne, NJ 07470
