Anna K. Pfaehler

Anna K. Pfaehler, CFP®

Director of Financial Planning

Anna K. Pfaehler helps clients identify and achieve their financial goals pertaining to retirement, funding a child or grandchild’s education, supporting a charity or leaving a legacy. As a Certified Financial Planner (CFP®) her focus is to create a clear picture of the client’s financial health and identify strategies to service any discrepancies. Anna’s expertise includes high-net-worth planning, taxes and planning for unmarried couples.

She has been in the financial services industry since 2006. Prior to joining HORAN, Anna worked for Palisades Hudson Financial Group, LLC in Scarsdale, New York, where she served as the Chief Compliance Officer. She provided comprehensive financial planning services which included tax preparation, estate planning, retirement/cash flow planning, portfolio management and bookkeeping.

Anna holds a Bachelor of Arts degree in Economics (Cum Laude) from Vassar College and studied at the London School of Economics. She was awarded the Virginia Swinburne Brownell Prize in Economics. Anna has been quoted in numerous prestigious publications and media outlets including: LA Times, Time, Fox Business, Pittsburgh Post-Gazette, Market Watch and Bank Rate. She was also a contributing author for the book “Looking Ahead: Life, Family, Wealth, and Business after 55”, providing her expertise on long-term care. Anna is a member of the Cincinnati Estate Planning Council and a five time marathon finisher.

Community / Education

  • Certified Financial Planner (CFP®)
  • National Social Security Advisor (NSSA®) designation
  • United Way’s Board Orientation and Leadership Development Program - Spring 2015
  • Girls on the Run of Greater Cincinnati - Finance Committee
  • Vassar College - Bachelor of Arts degree in Economics
  • Studied at the London School of Economics
  • Member of the Cincinnati Estate Planning Council
  • Member of the Estate Planning Council of New York City (2010-14)