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Anca Alexandra Vaida
Paraplanner
Anca Alexandra Vaida is a Paraplanner at Apollo Private Wealth, a financial services company.35 She is a member of the Chartered Institute for Securities & Investment, indicating her professional qualifications in the financial sector.3
As a Paraplanner, Anca's role likely involves supporting Financial Advisers by providing technical and administrative assistance in developing financial plans for clients.4 This typically includes tasks such as conducting research, analyzing financial data, and preparing reports to help advisers create tailored financial strategies for their clients.
Apollo Private Wealth, where Anca works, is an Appointed Representative of St. James's Place Wealth Management plc, which is authorized and regulated by financial authorities.2 The company focuses on providing comprehensive financial advisory services to help clients achieve their financial goals and aspirations.1
Anca's LinkedIn profile can be found under the username anca-alexandra-vaida-39b6a065, where more details about her professional experience and background may be available.3