Ann is the President of Zuraw Financial Advisors, LLC. Zuraw Financial Advisors is registered as an Investment Adviser with the U.S Securities and Exchange Commission. Ann is a member of the Chartered Financial Analysts, CFA® North Carolina Society, the CFA® Institute, Financial Planning Association, FPA®, and Women’s Professional Forum. Ann is also a member of the Institute for Divorce Financial Analysts (IDFA™), the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
Ann Zuraw has 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Financial Divorce Analyst, CDFA™. She has a strong focus on working with women to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.
Ann has an undergraduate degree from the University of North Carolina at Chapel Hill in Business and Speech Communication. Her M.B.A. is from the University of California at Berkeley, a degree she earned at night while managing institutional equity investments for Bank of America Investment Management Company.
Ann was raised in Greensboro, North Carolina, and New Orleans, Louisiana. Ann enjoys empowering women with the knowledge to take control of their finances. She is the creative force behind the blogs WomenMoneyandDivorce.com and ChicksChatandChange.com. She regularly speaks to women’s groups including the Junior League of Greensboro, Well Spring Retirement, Women’s Resource Center and on the radio. She served for 25 years on the board of a family owned real estate company before its sale in 2007.
Ann’s current volunteer commitments include serving on the United Way Worldwide Leadership Council and Board of Well Spring Retirement Community. Ann was awarded the 2015 Women in Business Award presented by the Greensboro Chamber of Commerce and Greensboro Partnership. She has been recognized by the Triad Business Journal as one of the top Women in Business and the Junior League of Greensboro Sustainer Woman of Distinction Award for 2018. She was recently ranked #8 on Investopedia’s List of Top 100 Influential Financial Advisors and can be followed on Twitter @AZanswers.
About Answers from A to Z
My goal is to provide practical information and resources for women who find themselves faced with a life-changing situation. Having access to pertinent information is an important piece as you begin the process of evaluating your current life situation. Evaluating where you are right now will help you make decisions that could impact your financial future down the road.
Chicks, Chat and Change, focuses on women and the challenges they face in today’s financial world. Whether we are a mom or not, professional executive or staff, high school graduate or Ph.D., single or married, age 25 or 65 or have $10,000 in savings or $10 million — we as women need to keep learning as much as possible about how we view and handle money.
I believe that sharing my knowledge regarding what important questions need to be asked and answered will also benefit your decision-making process. Is my will up-to-date? What is my risk tolerance for my financial investments? Will I need to go back to work to secure my lifestyle? What kind of insurance should I have? What are my tax ramifications? Should I do an estate plan? These, along with many more questions, will help you begin the process of planning for your financial future.
Please feel free to contact me if you have a particular topic that you would like discussed or if I can be of any personal assistance.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor before investing. All performance referenced is historical, and no guarantee of future results. All indices are unmanaged and may not be invested into directly.
ZFA is registered as an Investment Adviser with the U.S. Securities and Exchange Commission.