Ann Arceo

Director of Financial Planning • Shareholder

With more than 18 years of experience in wealth management, Ann brings deep technical expertise and a passion for helping families make confident financial decisions.

She began her career at a comprehensive wealth management firm in Houston, Texas, before joining Happiness In Retirement®.

Driven by an entrepreneurial spirit, Ann later founded her own RIA providing outsourced financial planning to independent advisors. She now serves as Director of Financial Planning and a Principal at Happiness In Retirement®, designing comprehensive retirement and investment strategies for clients.