Violet Financial

Owner/ President

(503) 515-3875 anna@violet-financial.com

I’ve been in the financial industry long enough to have seen just about everything—from the ground floor up. I started out as an assistant, learning the ins and outs of client service, compliance, and the day-to-day details that keep a financial practice running. Over the years, I worked my way up, gaining experience in every facet of the business—investment strategy, retirement planning, risk management, and client education.

But experience isn’t just about years or credentials. It's also about the lessons you learn when things don’t go as planned.

Most recently, I navigated a difficult business transition that challenged me to take a hard look at what I value most in this work. It was a turning point—one that pushed me to step out on my own and build something that truly reflects who I am and how I want to serve my clients.

That’s how Violet Financial was born.

I named the firm after my daughter, because she is my Why. Every decision I make, every client I serve, is grounded in the same love and intention I want to pass on to her. This isn’t just about managing money—it’s about building a future that matters.

I’ve called Hawaii home for the past four years, and the spirit of this place—its deep sense of community and connection—has shaped how I show up for my clients. I work with individuals and families across the country, helping them navigate their financial lives with clarity, care, and confidence.

If you're looking for a partner who’s walked the walk and leads with both experience and heart—you’re in the right place.
Let’s connect and build a plan that works for your life.

Registered Office Phone Number: 925-944-9644