AK Financial Services Logo

Our Vision

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 Kindley | AKPride Financial Services

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., ChFC, NSSA, 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 her financial designation ChFC, (Chartered Financial Consultant), from the American College of Finance. 

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 currently resides in the Dunwoody-Sandy Springs area of Atlanta and is 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 7

Licensed FINRA Series 66

Licensed National Social Security Advisor, NSSA

Licensed Life, Accident, Sickness, and LTC Insurance 

Licensed Property & Casualty Insurance

Chartered Financial Consultant, ChFC, 2023-present

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 logo

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.