Purpose

I want to help hard working individuals and families make informed, wise, and ethical financial decisions to accumulate, spend and distribute their wealth (based on their unique preferences and priorities) for the generations to come.

What brings me, Annie Hung-Scanga, to this profession?

• I respect and appreciate everyone’s life priorities—what is important to each one is not the same.
• I believe in living below one’s means, with one’s dreams.
• I believe in steady investment growth, rather than volatile gains and losses.
• I believe that people should enjoy life, delegate and work with professionals while dedicating their talents to their work and family.
• As a Financial Advisor, my goal is to personally help you achieve your financial goals and grow your wealth.
  
  

Which custodial firm and trading platform do I use for my clients’ accounts/investments?

—Fidelity! Need I say more?

Which financial planning software do I use?

—eMoney. I offer it to my clients and selected potential clients by first creating a personalized financial website.

This site is unique to each for the following:

• A “Vault” for you to upload any documents you wish to store in the cloud and access 24/7.
• A built-in share screen function can be activated by codes so you and I can look at your account together without having to use a 3rd party software, such as zoom
• You could input all your investments, retirement and/or bank accounts into this site and do a quick calculation of whether you are able to reach your retirement goal.
• Quite a few on-demand educational videos to watch and learn at your leisure.
• Looking at your spending and setting up a budget are at your fingertips.
  
  

Want a “test drive”? Call or email me!

My Supervisory Firm, Cambridge Investment Research, Inc. Cambridge founded in 1981, is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge Investment Research, Inc., an independent broker-dealer, member FINRA/SIPC, is among the largest privately controlled independent broker-dealers in the country.

Important Disclosures

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC . Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and A2O Capital are not affiliated. Neither Cambridge nor A2O offers tax advice. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.