AnnaMarie Mock, CFP® Highland Financial Advisors

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AnnaMarie Mock, CFP®

Why Financial Planning?
To empower you to make confident financial decisions so you can focus on what matters most to you. It is all about quality over quantity, and if I can solve all of the uncertainties surrounding your financial life – you will be able to be even more focused on living the life you want to live!
This is why we, at HIGHLAND Financial Advisors, LLC, started Upswing Advisor – to provide a platform for young professionals, new families, and young entrepreneurs to have access to comprehensive financial advice.

Professional Background
During my junior year at Montclair State University, I reluctantly attended a career fair held on campus not expecting to find the company I would call home, HIGHLAND Financial Advisors. As a Finance and Management undergrad, I was never really introduced to the financial planning field until my internship with HIGHLAND which was a revelatory experience. From that internship, I knew financial planning was my calling.
After graduation, I began working full-time for HIGHLAND as a Paraplanner and immediately enrolled in the CFP® program at Fairleigh Dickinson University. I passed my CFP® exam in the summer of 2016. Fast forward a couple years, I am currently working as a Financial Planner for Highland and am leading the team at Upswing Advisor.
As a millennial myself, I am passionate about educating other young professionals, so they are armed with an arsenal of knowledge across the investment and financial planning world. I enjoy navigating employer benefits, exploring tangible and aspirational goals, and creating actionable recommendations to help achieve what matters most to you. Success starts with creating a strong foundation with the basics and methodically working through life changing events.

Personal Background
I live in Essex County with my husband, Dorian, who is a mechanical engineer. We love to travel as much as possible domestically and abroad. We enjoy staying active throughout the year and being outdoors as much as possible. We love to hike, camp, and snowboard; watch out for us on the mountain though!
One day in the near future, we are hoping to expand our family with a rescued furry friend.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Family Financial Planning
  • FIRE (Financial Independence Retire Early)
  • Gen Y/Millennials

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Assets Under Management: 0.80%

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