Anna Bhai is the Head of Financial Planning at JPL Wealth Management, bringing a decade of expertise to the firm. As a CERTIFIED FINANCIAL PLANNER™ professional since 2013, Anna specializes in crafting personalized strategies to help clients achieve their financial goals with clarity and confidence. Her areas of focus include financial planning, retirement planning, tax and estate planning, insurance, and risk management.
Anna’s passion for financial empowerment stems from her childhood experiences growing up in Atlanta with an immigrant mother and four siblings. Witnessing the challenges her family faced inspired Anna to pursue a career in financial planning, where she could guide others toward financial security and independence. She holds a Bachelor of Science in Financial Planning and a Bachelor of Business Administration in Risk Management & Insurance from the University of Georgia, graduating in 2010. Before joining JPL Wealth Management, Anna held key roles at several wealth management firms, earning a reputation for her client-focused approach and commitment to financial literacy.
Anna finds great fulfillment in breaking down complex financial concepts, ensuring her clients understand their unique financial roadmaps. Her clients often describe her as compassionate, knowledgeable, and deeply invested in their success—not just as clients but as individuals.
Outside of work, Anna enjoys a vibrant life in Denver with her husband, Kavi, and their two daughters, Maiya and Mila. Music is her go-to stress reliever, and she loves mentoring the next generation of financial planners through her involvement with the Financial Planning Association. Whether she’s spending time with her family, enjoying the nearby mountains, or helping clients navigate life’s financial challenges, Anna is passionate about making a positive impact for future generations.