Anna Chi is a Virtual CFO at Creative Planning Business Services and has been in this role since 2025. They have a diverse background in finance, having served as an Associate at Goldman Sachs Personal Financial Management from 2019 to 2024, and as a Financial Account Manager at Diversified Veterinary Management between 2010 and 2013. Anna's earlier career includes positions as a Staff Accountant at The Management Trust and as an Inner Sales Assistant at IDEA Inc. They hold a Bachelor of Arts in Business/Managerial Economics from UC Irvine and an MBA from California State University, Fullerton.
Location
Irvine, United States
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