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Anne Christopulos, CFP

Anne is a Managing Director, and co- heads the Financial Planning effort at West Branch Capital with Wayne Sharpe. She brings deep Retirement planning expertise and an excellent understanding of taxes and the implication of taxation in financial planning. Anne has 24 years of experience in the financial services industry. After holding corporate management positions in finance and strategic planning in New York City, she moved to Boston to become the Product Manager for the IRA business at Fidelity Investments. Following that, she was Vice President, Retirement Investments, at Fleet Financial Services. A native of Cape Cod, she returned to the Cape in 2001 and made the transition to personal financial planning, first at Secure Future Financial Services in Dennis, then at Davis Financial Services, LLC, in Orleans, which is now a division of West Branch Capital.

Anne holds a B.A. in music and economics from Wellesley College and an MBA from Harvard Business School. She has been a Certified Financial Plannerâ„¢ professional since 2004.

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