AnnaMarie Mock, CFP® Highland Financial Advisors
- 1680 Route 23 North Suite 210, Wayne, NJ 07470
- (973) 557-2933
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.
My wife, Alyssa, and I have three beautiful daughters, Sydney, age 5, and Peyton and Avery, our 3-year-old twins. A “relaxing” escape would not be in the cards with our three girls. I often joked that this sabbatical might be more about surviving three kids under age five than it would be about “recharging.”
Our brain constantly monitors for signs of threats and triggers emotional responses to avoid them. The most primitive part of our brain controls the instinct to prevent hazards. This basic survival instinct attaches a high probability to any piece of data forecasting anything. Like the weather forecast, human beings expect predictability regarding the economy and the stock market. However, forecasting should not be considered a prediction.
On September 8th, HIGHLAND dedicated a Day of Service to Habitat for Humanity, contributing to constructing five new homes in the heart of Paterson, NJ. The whole team showed up at 7:45 AM, ready to make a difference in a small spot on the planet. Habitat for Humanity helps people to become homeowners by providing affordable, adequate housing. The concept of "partnership housing" was started in central Georgia in the early 1970s by farmer Clarence Jordan and Milliard and Linda Fuller and gained global recognition when President Jimmy Carter got involved in 1984. Today Habitat for Humanity operates in all 50 states and 70 countries.
- Biotech Professionals
- Equity Recipients (RS/RSU SOP ESPP)
- FIRE (Financial Independence Retire Early)
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly Fee: $200+/mo
- Assets Under Management: 0.80%