Anastasia Surmava | Financial Advisor

 

Contact Information
802.278.9875
asurmava@financialguide.com

65 Main Street, Suite 201
Burlington, VT 05401

Anastasia was born in the Republic of Georgia but was raised in Burlington, Vermont. Coming from a hard-working background, she always had a thirst for knowledge and graduated with a Bachelors of Science degree from the University of Vermont specializing in Nuclear Medicine.

She left her career in medicine to explore the world and found she had a taste for the open waters. She sailed the Adriatic Sea for 7 years, working as a chef on countless successful charters. Anastasia gained a wealth of knowledge working with people from all backgrounds around the globe, inspiring her to ground her roots back home in Vermont.

She built her financial planning practice with a goal in mind to establish herself with her beloved community and inspire others to achieve their financial goals. Collecting all of her experiences together, Anastasia finds it really easy to connect with each and every one of her clients on a personal level, yet maintaining a high level of professionalism. She is a driven entrepreneur and works diligently to motivate other like-minded individuals and to assist them with, not only identifying, but achieving their ultimate financial goals.

 

 

Questions? Let’s Chat.

Feel free to reach out with any questions about our services or if you just want to send a personal note.

 
 
 
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Matthew J. Capone | CPFA

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Todd L. Crowley | Financial Services Professional