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Anggie Jimenez

CFP®*

Associate Director

    Group

    Client Service Team

    Investment Advisory

    Certification

    CFP®*

    Office

    New Jersey

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    Anggie L. Jimenez is an Advisor at Pathstone.  She serves as the Advisory Services Lead for several clients and is responsible for producing and executing thoughtful investment solutions. Anggie works directly with clients to successfully implement advanced strategies that meet each client’s unique financial objective.

    Prior to joining Pathstone, Anggie was an Associate at Bernstein Global Wealth Management.  She led a team that provided comprehensive servicing functions for clients, including the monitoring and modification of their investment portfolios. She also partnered with advisors to construct long-term investment/financial plans integrated with complex wealth transfer strategies.  Anggie graduated from New York University’s Stern School of Business with a Bachelor of Science in Economics. While at NYU, she led many initiatives including VITA (the Volunteer Income Tax Assistance Program), which offers free tax help to families from low-income communities.

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.