Ann Kavanaugh, CFP®

Ann Kavanaugh, CFP®

Partner

Ann is a Certified Financial Planner™ professional with a bachelor's degree from Villanova University. She is an investment advisor representative and registered representative with American Portfolios. She holds the following securities licenses: Series 7, 66, 24 and is registered with the PA State Department of Insurance as a Life Agent.

Personal and Family

Ann is married to Steve, a retired specialist in Charitable Giving, who was with Haverford College for almost 40 years. Their daughter Laura is a developmental editor in center city Philadelphia. They have lived in Berwyn, PA since 1991. For many years Ann was a Court Appointed Special Advocate (CASA) who has been appointed by the Delaware County Court to represent the interests of a foster child.

Financial Experience

Ann began her financial services career in 1982 working with large regional banks. She provided advisory and financial planning services to Vanguard clients for almost 12 years starting in 2003. In addition to her responsibilities as a financial planner, Ann also helped train and mentor CFP® professionals and candidates within Vanguard. Ann has been a partner in iValue Financial Planning since 2015.

Phone 610-374-3556
Fax 610-374-3547