Ana Paulino
Financial Advisor, Client Services Manager
Ana is a native Texan and is bilingual in English and Spanish. She is currently pursuing a bachelor’s degree in finance. She started her career in the financial services industry in 2018 at TD Ameritrade. There, she developed a strong foundation in client support and brokerage operations, helping investors navigate their financial journeys with confidence. After the acquisition of TD Ameritrade, she transitioned to Charles Schwab as a Client Service Senior Specialist.
Ana joined the Wilshire Consultants team in late 2024 as Client Services Manager. She is proud to be a General Securities Representative with Avantax Investment Services and an Investment Advisor Representative with Avantax Advisory Services. She is passionate about helping people make smart, informed financial decisions.