Small steps to big retirement savings

Anna Huang joined Wells Fargo Institutional Retirement and Trust in 2005, and has more than 12 years of financial industry experience. In her role as a retirement educator, Anna delivers retirement-related workshops throughout the United States in English, Spanish, and Mandarin. Prior to joining Wells Fargo, she served as a fellowship coordinator for international visiting scholars at UCLA.

Anna holds a bachelor of arts degree in International Relations – Business and Economics from Boston University. She also spent three semesters interning and studying in France and Spain and has experience working with diverse cultures. She is currently working on her Chartered Mutual Fund Counselor (CMFC®) certification.

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This information is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact an investment, financial, tax, or legal advisor regarding your specific needs and situation.