Anna Kindley SHRM-SCP, SPHR

Independent Wealth Advisor
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Need a seasoned professional to break complex issues into actionable steps?

 

Want expert outside financial support for your organization, employees, management, executives, and owners?

 

Anna Kindley SHRM-SCP, SPHR, a holistic fiduciary independent Wealth Manager, works with executives, business owners, and high net worth individuals with wealth management, retirement planning, and risk assessment.

With more than 25 years of experience as an HR executive in different industries and with brand-name companies such as PepsiCo, Delta Airlines, Novartis Pharmaceuticals, Zions Bancorporation, NRG Energy, and Starbucks.

 

Anna is well versed in supporting employees and executives with their 401k plans, 401k rollovers, Stock Options, Restricted Stock Plans, Profit Sharing, Deferred Compensation Plans, Total Compensation & Benefit Plans, Group Life Insurance plans, Group Short Term and Group Long Term Disability Plans, and Retirement Plans.

 

With the rapidly changing global business landscape of the last decade, Anna recognized she possessed skills that could significantly impact and improve people’s lives beyond the company/employee retirement and benefit plans. She has enhanced her vast HR experience by earning financial and insurance certifications. Anna maintains the highest ethical standard for the financial industry as an independent fee-based fiduciary.

 

Anna’s professional qualifications and memberships include:

  • Licensed Series 66
  • Licensed Life, Health, LTC, and Sickness Insurance
  • Senior Professional in Human Resources, SPHR, 2012-present
  • Society of Human Resources Managers, Senior Certified Professional, SHRM- SCP, 2015-present

 

Combining her two areas of expertise, HR and finance, Anna can help all types of small, medium, and large-sized organizations implement successful Financial Wellness Programs. Her focus in financial advising was prompted by a deep desire to positively affect more individuals and families in every life stage, both personally and professionally. Anna prides herself on her commitment to ethical practices, her carefully honed professional experiences, and her ability to simplify complex strategies into meaningful, actionable plans.

 

Anna spent her early years in North Carolina. She attended East Carolina University with a membership with Sigma Alpha Iota, Professional Music Sorority. Anna later completed her Master’s in Human Resources Education at University of Illinois at Champaign- Urbana. Anna’s extensive career allowed her to live in many areas of the U.S., but she has always called Atlanta home. She now permanently resides in the Sandy Springs area and is recently married. She and her spouse enjoy attending music, theater, symphony productions, wine- and bourbon-tasting events, East Carolina University alumni football games, traveling, and playing Frisbee with their two border collies.

 If you would like to set up a time to speak with Anna, please call 800.871.1219 or email her at anna@scarletoakfs.com

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Specialties

  • Independent Fiduciary Advisor
  • Business Succession & Exit Planning
  • Insurance and Disability Planning
  • Retirement Income Planning
  • Investments and Wealth Management
  • Investment Strategies
  • Business Retirement Planning
  • Financial Wellness Programs
  • Fee-Based Planning

Contact Information

We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.

Monday – Friday

from 9:00 to 5:00

Direct Line: 858-877-0458