Anne Franklin, CLU, ChFC, CASL in

Anne Franklin, CLU, ChFC, CASL

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Wealth Management Advisor at Northwestern Mutual
📍 Orlando, Florida, United States

Anne Franklin is a Wealth Management Advisor at Northwestern Mutual with CLU, ChFC, and CASL designations. Her professional focus is on client education, where she simplifies complex financial terms to help clients implement their financial plans and track progress towards their goals.

Anne earned her Masters in Education from the University of Central Florida. This educational background strongly influences her client-centric approach. Her interests include major entertainment brands like Disney.

Uniquely, Anne leverages her Masters in Education to act as a "translator from financial-ese to English," making financial planning less intimidating for her clients.

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Experience
23 Years
Current Role
Wealth Management Advisor
Location
Orlando, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Anne cares about

Financial Education
Describes her primary role as translating complex financial topics into simple terms, a mission supported by her Master's in Education.
Retirement Planning
Explicitly offers retirement planning as a core service to help clients work towards a secure financial future.
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Career

Work history

4-2003
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
3-2006 - 12-2009
CLU
The American College of Financial Services
1990 - 1992
M.Ed.
University of Central Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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