To be the preferred and trusted choice for people’s financial planning, investments, retirement well-being, and lasting legacy.
Our Company’s Core Values create the “Pride In All We Do”
Charities & Causes We Support:
Anna's Specialties include:
Executive RSUs, Stock Options, and Deferred Comp Strategies
Investments & Retirement Income Planning
Company 401k, 403b, and SEP Retirement Plans
MEET THE FOUNDER
Anna Kindley, M.Ed., NSSA, SPHR, SHRM-SCP
Anna is highly experienced and has 25 years working as a Human Resources professional with some of the most well-known Fortune 500 companies. She has deep knowledge and experience supporting employees and organizations in various industries with their retirement plans (401k and 403b), Stock Options, Restricted Stock Units, Deferred Compensation Plans, Long Term Incentives, Group Life Insurance, Short Term, and Long Term Disability, and Profit-Sharing Plans.
With the rapidly changing global business landscape of the last decade, Anna recognized she possessed skills that could significantly impact and improve people’s lives beyond the company retirement and benefit plans.
To further help individuals, families, and business owners, Anna enhanced her vast HR experience by becoming a licensed fiduciary, earning her FINRA Financial licenses, Insurance licenses, National Social Security Advisor license and will receive in 2022 (from the American College of Finance) her Financial Consultant designation, ChFC.
Combining Anna’s strong and unique background in both HR and Finance, Anna founded AKPride Financial Services as a truly diverse and inclusive independent investment firm while bringing an integrated perspective with proven experience to better educate people in financial planning, retirement income planning, estate planning, risk assessments, and market investment strategies.
When working with individuals and companies, understanding you, your business, and your goals is essential. To meet the client’s expectations, Anna applies 100% accountability, collaboration, and total transparency to every aspect of her work. Anna prides herself on her commitment to ethical practices, her carefully honed professional experiences, and her ability to simplify complex strategies into meaningful, actionable plans. Anna and her firm are based in Georgia and California. Together both offices work with clients across the country. “We take pride in all we do,” is Anna’s personal creed and represents the meaningful difference she and her firm make in people’s lives every day.
Some personal information about Anna: She spent her early years in North Carolina. In her professional roles, Anna relocated for corporate positions in many areas of the U.S., but she has always called Atlanta home. She now permanently resides in the Sandy Springs area and recently married. She and her spouse enjoy attending music, theater, symphony productions, wine- and bourbon-tasting events, East Carolina University alumni football games, traveling, and playing Frisbee with their two border collies.
Education, Training, Memberships:
Licensed FINRA Series 66
Licensed FINRA Series 7
Licensed National Social Security Advisor, NSSA
Licensed Life, Accident, Sickness and LTC Insurance
Licensed Property & Casualty Insurance
Senior Professional in Human Resources, SPHR, 2012-present
Society of Human Resources Managers, Senior Certified Professional, SHRM- SCP, 2015-present
East Carolina University, Bachelor of Music Education
University of Illinois at Champaign- Urbana, Master of Human Resources Education
Sigma Alpha Iota, Professional Music Sorority
Our Firm’s Back Office and Portfolio Management Team:
Orion Portfolio Solutions empowers our firm with a robust back office team made up of both service and support professionals. Unparalleled support at every level that includes dedicated portfolio managers and investment strategists committed to ensuring our firm delivers a positive and optimized investment experience.
Get Started Today On
Securing Your Future
Contact us below to schedule a consultation.