Client service associate

Anna Langford

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.

Anna grew up in the San Francisco East Bay and currently resides in Moraga with her husband and two sons. Outside of work, she enjoys traveling internationally with her family, competing in triathlons, and caddying for her sons in golf tournaments. 

Education

  • BA in Business Economics, University of California, (Santa Barbara, CA)

Find Your Answers

Connect with an advisor & discover if your prepared for retirement

If you have questions about your financial health and retirement plan we’re here to help. Start with a no obligations consultation with a trusted advisors and start finding the answers to your questions.

Expertise From Our Team

Article by Capital Advantage