top of page

Meet Ann

Ann Shubert - Circles Hero (Logo).png

Hi, I’m Ann Shubert.

From Astrophysicist to Financial Advisor


Your source for straight forward answers to your financial questions.

Observatory - Ann and Paul.jpg

Ann with her husband, Paul, inside their backyard observatory. Photo by: Matt Shubert

My Beginnings

Born and raised in New York City, I started my professional career planning to be an astrophysicist. After an undergraduate degree in Physics from Princeton University and a Masters in Astrophysics from Caltech, I realized that being a pure research scientist was not a good match for my problem solving and planning oriented personality. So I shifted gears into a 30-year career in the defense industry, using my analytical skills and facility with numbers first designing and building software systems and then managing multi-million dollar programs for large and small defense contractors.

The Path to Financial Advisor

In 2014, while enrolled in the University of New Mexico’s Executive MBA program, I made another major career transition. Becoming a Financial Advisor has given me the opportunity to combine my long-term interest in investing with my extensive experience in planning and risk management to help people improve their financial lives. I love to share knowledge with others and am passionate about helping people reach clarity and confidence around their finances, no matter where they are in their life’s journey. I particularly enjoy working with women professionals and small business owners, and members of the LGBTQ+ community.

Family and Home

While working in Southern California in the 1980’s, I met my husband Paul, a laser physicist. After getting married in Yosemite Valley, we moved to the Land of Enchantment in 1992 in search of a beautiful and less crowded place to raise a family. Our two young adult children have now made it successfully out into the “real world,” leaving me to focus my spare time on our five horses, two dogs, and five cats, while Paul practices astrophotography in the observatory he built in our back yard and plans for the next eclipse trip.

Ann riding Bambolea.

Ready to chat about your financial choices?

Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name Equila Financial. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indexes are not available for direct investment. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

 

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

©2024 by Ann-splaining™.

Powered by NearMe Web Design.

bottom of page