AnnaMarie Mock, CFP® Highland Financial Advisors

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AnnaMarie Mock, CFP®

Many pharmaceutical professionals don’t understand their complex employer stock and benefit plans, which makes them feel like they are missing out on opportunities. AnnaMarie helps clients capitalize on their stock compensation and benefits so they aren’t leaving anything on the table.

AnnaMarie’s goal is to help pharmaceutical professionals:
– Take the guesswork out of their benefits.
– Avoid tax surprises and optimize timing.
– See the big picture of their financial life.

During AnnaMarie’s junior year at Montclair State University, she reluctantly attended a career fair held on campus, not expecting to find the company she would call home, HIGHLAND Financial Advisors. As a Finance and Management undergrad, AnnaMarie was never really introduced to the financial planning field until her internship with HIGHLAND, which was a revelatory experience. From that internship, she knew financial planning was her calling.

After graduation, she began working full-time for HIGHLAND as a Paraplanner and immediately enrolled in the CFP® program at Fairleigh Dickinson University. She passed her CFP® exam in the summer of 2016. Fast-forward to now, and she is a Wealth Advisor for HIGHLAND and leading the team at Upswing Advisor.

AnnaMarie is passionate about educating other young professionals, families, and people in life transitions so they are armed with knowledge across the investment and financial planning world. She enjoys navigating employer benefits, exploring tangible and aspirational goals, and creating actionable recommendations to help achieve what matters most to each client.

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Ideal Clients

  • Biotech Professionals
  • Equity Recipients (RS/RSU SOP ESPP)
  • FIRE (Financial Independence Retire Early)

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $2400 minimum/yr
  • Assets Under Management: 0.08%

SEC Records

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