Anne Zavaglia, CFP®

Anne Zavaglia, CFP®

Mrs. Zavaglia focuses on the development and implementation of financial plans and investment strategies with our private wealth clients. Anne provides on-site education and planning meetings for participants in our managed corporate retirement plans.

Mrs. Zavaglia is a graduate of the Ohio State University with a bachelor of arts in Italian and Music. Anne received her Executive Certificate in Financial Planning from the Fisher College of Business in 2015. Prior to working in financial services, Anne ran her family’s music store, and was a mortgage loan officer.

Outside of the office, Anne plays the violin with the Greater Columbus Community Orchestra, Metropolitan Chamber Orchestra, New Albany Symphony Orchestra, and the Hilliard Bach Ensemble.

Anne lives in Columbus with her husband Mark and their daughters, Elise and Sofia.

Full Curriculum Vitae available upon request

You can email Anne at Anne@BHadvisory.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.