We stand firm in our belief that investing should not be emotional and we must put aside our human tendencies for sound processes that work. As independent financial advisors, Annadel is on your side of the table, looking at opportunities and difficulties from your perspective - to develop strategies as we would develop for ourselves for Trust, Investment, Tax and Family Office services.
As an RIA (Registered Investment Advisor), Annadel is a fiduciary which meets the industry's highest standards and exceeds service offering offered by most advisors. Count on the counsel of a disciplined, experienced advisor to help you weather the natural ups and downs of the market. Based on the unique needs of our clients, we select from a variety of institutional strategists most closely aligned.
As an RIA (Registered Investment Advisor), Annadel is a fiduciary which meets the industry's highest standards and exceeds service offering offered by most advisors. Count on the counsel of a disciplined, experienced advisor to help you weather the natural ups and downs of the market. Based on the unique needs of our clients, we select from a variety of institutional strategists most closely aligned.
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What started out as an afternoon hike on a sunny morning, turned into a life lesson - that what lies in the path ahead can change. In the case of this hike, Gregg and Jed found themselves caught by a sudden snowstorm as they ascended up Mt Whitney. Focused on their goal, they persevered through the changes and donned bags reserved for trash collecting to provide the slightest bit of protection from the freezing snow.
At Annadel, we approach services through a defined process. Our process is focused on "The Planning Horizon" - is the intersection of goals and execution. The process one goes through when deciding is complex. As with most things in life, if one uses a rational logical structure to make a decision, there is less of a chance of blundering.
Jed Cooper began his career as a financial advisor after learning how his passion for business management could be applied to the finances of individuals with discipline and emotion. The decision to leave the "big Wall Street" career and form Annadel Capital with a long-time associate was motivated by a shared desire to offer a limited number of clients access to a more individualized - and more responsive - service experience.
Gregg graduated from the University of California, Berkeley in 1975 with a B.S. in accounting and continued his education toward a masters in tax, while beginning his financial services career with the international accounting and consulting firm of Ernst & Ernst (now Ernst and Young).
Gregg continued his interest in financial planning, and was asked by the American Institute of CPA's (AICPA) to serve on a task force to create and edit CPA/PFS exam questions.Gregg's experience with helping clients understand and respond to tax issues is second to none.
Gregg continued his interest in financial planning, and was asked by the American Institute of CPA's (AICPA) to serve on a task force to create and edit CPA/PFS exam questions.Gregg's experience with helping clients understand and respond to tax issues is second to none.
Aided with garbage collection bags, water bottles and shorts, Jed, Gregg and Jed's son Travis learned an important lesson that day - we are hit hardest by the challenges we do not see coming. Our sunny day hike was interrupted by an incredibly fast moving snow storm - trash bags became impromptu wind breakers, socks were pulled up high.
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