Anna Fogle, CLU®, LUTCF, RICP®, CAP®, MPA

Financial Advisor

Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know your financial advisor.

After an enriching career contributing to the betterment of the community as a non-profit executive for 20+ years,  Anna made the decision to join Northwestern Mutual, a company that reflected her core values of service to people and strong business standards. Due to her previous experience, she specializes in working with families who desire gift and estate planning expertise and may have special needs to consider.  She is committed to her professional development and keeping current on all relevant financial topics, as well as engaging other team specialists as needed.  She holds a Masters in Public Administration, and the designations of Life Underwriters Certified Training Fellow, Certified Life Underwriter, Chartered Advisor in Philanthropy, and Retirement Income Certified Professional.  She is a member of the Estate and Business Planning Council of Baton Rouge and volunteers with a variety of community organizations

Anna is dedicated to empowering families--helping them to achieve financial security, which gives through generations.

Education

Degree Major Institution
Bachelor of Science Psychology Louisiana State University-Baton Rouge
Masters Public Administration Louisiana State University-Baton Rouge
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck