About Majestic Oak Financial
Majestic Oak Financial is an independent financial planning firm specializing in providing personalized, objective, and comprehensive financial planning and investment management services to individuals and small business owners. The firm is owned and operated by Anna M. Popke, CFP, RICP and is a Texas State Registered Investment Advisor.
As Majestic Oak Financial continues to evolve, it’s mission will remain constant: to help women attain financial education, security and peace of mind by providing fee-only comprehensive financial planning and investment advisory services. This mission is achieved by helping every woman clarify her goals and objectives, determine current financial status, and develop a guidebook to reach her goals and dreams, all while mitigating exposure to the surprises that life may throw her way. In doing so, Majestic Oak Financial adheres to the highest standard of Fiduciary Responsibility, meaning that the client’s best interest ALWAYS comes first.
About Anna M. Popke, CFP®, RICP®
As a daughter, sister, wife, mom, business owner and expert multi-tasker, I understand how hard you work for your financial independence. Between raising kids, keeping a watchful eye on older parents, and growing a career, there seems to be little time to dream about long-term financial plans. Allow my diverse background and years of experience help you find time to set and achieve those goals.
As an undergraduate, I pursued Economics and Aerospace Engineering in a formal setting at Boston University while learning about investing in the stock market and real estate from my dad. While studying, I was fortunate enough to have some amazing part-time positions to learn the basics of small business management. After graduating with Magna Cum Laude, I honed my strong analytical and communications skills as a lead designer for Boeing’s Phantom Works Division. While I found this position interesting, it was unfulfilling. Fulfillment and satisfaction came from counseling co-workers, family, and friends on financial decisions, investment choices, and planning for their futures. I decided to convert my skills and interest in financial advising into a full-time profession.
In fall 2000, I began developing my expertise, becoming a Staff Planner and Chief Compliance Officer at an independent financial planning firm in San Diego, California. While there, I also earned my Certified Financial PlannerTM designation and a Masters degree in Financial & Tax Planning from San Diego State University. In 2004, my family relocated to Northern Arkansas and took a leap of faith, founding Majestic Oak Financial. Since moving to Round Rock, Texas, I continue to grow and learn, including earning the Retirement Income Certified Professional designation from The American College. In addition to developing strong relationships with my clients, I work diligently to preserve and grow their hard-earned assets.
When I’m not at the office, my husband and I get to feed and shuttle around three teenage boys. I also love exploring the outdoors with my family, cooking, and triathlon training.
Anna M. Popke, CFP®, RICP®
Majestic Oak Financial, LLC
A Registered Investment Advisor
4411 Pasada Lane
Round Rock, TX 78681
(870) 743-1557 phone/fax