Ann B. Fagan, CFP®
Financial Planner

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As a financial planner and former school teacher, Ann Fagan has enjoyed a lifetime of making positive differences in people’s lives. Both careers have enabled her to take an active part in people’s lives, making complicated subjects understandable and serving as a partner in meeting their goals. Indeed, the goal-oriented emphasis of her work as a CERTIFIED FINANCIAL PLANNER™ professional is one of the aspects Ann enjoys most about her role. She finds it gratifying to help people reach their short- and long-term objectives and live a financially secure lifestyle throughout the phases of their lives.

Ann most recently served as principal of Fagan Financial Planners. When she joined Symphony Financial Planning, she brought with her more than 36 years of experience and a vast understanding of the investment world, such as stocks, bonds, mutual funds, and ETFs, as well as retirement, insurance, banking, and college savings services. Her mission is to apply her experience and knowledge to help clients fund their goals, such as retirement and college for their children, without incurring debt. Indeed, it is her joy.

Ann lives in Davis and enjoys spending time with her children and 10 grandchildren. A social person, she thrives on entertaining family and friends at her home, where she will cook for them as well. In her free time, she loves to travel.

Education and Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Financial Planner Board of Standards
  • Teaching Credential, Elementary, California State University, Sacramento
  • B.A., Social Sciences and Psychology, California State University, Sacramento

Interests and Involvement

  • Member, Financial Planning Association