Team Member Spotlight: Anna Langford, Client Service Associate

Anna Langford is a Client Service Associate at Capital Advantage. She is responsible for the day-to-day servicing of client requests, as well as assisting with maintaining accounts and financial planning.

Prior to joining Capital Advantage, Anna worked at Wellington Management Company and Tennenbaum Capital Partners. She has experience in client service, investor relations and business development. She joined Capital Advantage in 2023.

Hometown: I was raised in El Sobrante. After several years away from the Bay Area, I am back and live in Moraga with my husband and two sons.

College: University of California, Santa Barbara.

Favorite vacation: I’ve traveled the world and found my favorite places to be Ubud in Bali and Positano in Italy.

One word that defines you: Curious! I’m always wondering about something and eager to learn more.

Favorite aspect of working at Capital Advantage: Our clients are amazing. They trust us and we strive to exceed their expectations. Our office environment is filled with enthusiasm and colleagues who work as a team to support our clients.

Author Profile

Capital Advantage wordmark

The Author: Capital Advantage, Inc.

Capital Advantage’s editorial team is dedicated to providing our clients with relevant and timely insight into key financial planning topics.