Advisor at Equita Financial Network, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equita Financial Network, Inc.
Location
Albuquerque, NM 87109
Credentials
CFP®, Series 66
Industry experience
11 years
Ann Shubert is a CFP® professional with 11 years of industry experience, currently advising at Equita Financial Network, Inc. since 2024. Her prior roles include positions at Intentional Insurance, LLC and Intentional Finance, LLC, as well as experience with Waddell & Reed, Inc. Outside of finance, she was involved with the American Vaulting Association Region IV from 2014 to 2016. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm utilizes a market efficiency and strategic asset allocation approach, often employing sub-advisers and third-party managers to create tailored investment portfolios aligned with client objectives and risk tolerance.
Based on Equita Financial Network, Inc.
Based on Equita Financial Network, Inc.
Financial planning fixed fee up to $10,000 per plan
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,500,000: 2.00% $1,500,001+: 1.50%
Up to $500 per hour for financial planning
Financial consulting ongoing fee up to $7,500 per quarter, payable monthly or quarterly
Fee-only: Financial planning fixed fee up to $10,000 per plan; Financial consulting fee up to $7,500 per quarter; Financial planning hourly fee up to $500 per hour
7770 Jefferson St Ne, Suite 304
Albuquerque, NM 87109
New Mexico
Equita Financial Network, Inc.
2024 - Present (2 years)
Equila Financial, LLC
2024 - Present (2 years)
Intentional Insurance, LLC
2018 - 2024 (6 years)
Intentional Finance, LLC
2017 - 2024 (7 years)
Various Insurance Carriers For W&R Insurance Agencies
2015 - 2017 (2 years)
Waddell & Reed, Inc
2014 - 2017 (3 years)
American Vaulting Association Region IV
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Albuquerque, NM
Intentional Finance, LLC
Series 63, Series 65
Rio Rancho, NM
Retirement Solutions
CFP®
Albuquerque, NM
Randall Financial LLC
CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
Series 63, Series 65
Rio Rancho, NM
SML Advisory
Series 63, Series 66
Albuquerque, NM
Grinstead Wealth Management
CFP®, Series 65
Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")