Anne Russell

Client Success Team
VP Community Relations

Phone: 415.898.4439

Email Me

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Anne’s role is to enhance the company’s client and prospective client experience through ongoing communication efforts. Her emphasis is on client and prospective clientcations, educational events, informative internet engagement, and community involvement in the business and non-profit sectors. Anne truly enjoys her work with clients and colleagues at Valley Oak Wealth Management. Excellent customer service is one of her most important goals, and feels that a personal touch and connection is what every client deserves.

Anne studied Marketing and Business Law at the School of Management at Syracuse University. She also studied Business Law internationally during semesters abroad in Bangkok, Thailand and London, England. After her studies she worked for Pyramid Publishing firm in New York and then she coordinated seminars and publications for the largest labor law firm in the US in San Francisco. She holds certificates in Financial Security and Privacy and in Working with Senior and Vulnerable Adult Investors.

She personally believes everyone can get informed and take baby steps to improve the security of their financial future. Anne especially enjoys opportunities to work with women and to encourage women to be proactive on planning for their future wealth.

Born and raised in the Tri-State area of New England, Anne met her husband in the Bay Area when he was brought in as a ‘ringer’ during a yacht race, and yes, he won the race and the girl! She and Tim have enjoyed sailing together ever since and have sailed over three major oceans with their two babies in tow. When not spending time with her family, Anne’s other favorite things to do are travel, garden, cook, and read.