Ana Maria Gonzalez Wood

JD, CFP®, CLU®, CHFC®, Risk and Wealth Transfer Specialist

Ana Maria Gonzalez Wood, JD, CFP®, CLU®, CHFC® is a financial professional  with over 30 years of professional experience in accounting, law and financial services, Ana Maria brings a wealth of unique skills to her practice as a trusted advisor to her clients.  She advises small business owners and other high net worth individuals on comprehensive financial planning matters, including risk management, estate planning, retirement planning, and business succession matters in order to maximize and protect their wealth.  As a bilingual financial professional, she advises both domestic and foreign national clients in her practice.

Ana Maria graduated from Saint Mary’s College, Notre Dame, IN, summa cum laude, with a BBA in concentrations in Accounting and Finance.  She passed the CPA that same year and began her professional career at KPMG as tax associate in the oil and gas and financial planning practice group.  After obtaining the business experience required to be licensed, she left public accounting to return to school.  She graduated with a JD, cum laude, from the University of Pennsylvania Biddle School of Law.  She returned to Houston to practice as an estate planning attorney with Fulbright and Jaworski (the current Norton Rose Fulbright).  As an attorney she co-authored several speeches and articles with her mentor in the areas of business continuation planning, charitable planning and post mortem estate planning.

In 1994, Ana Maria left her second career as a practicing attorney to follow her entrepreneurial spirit and join the insurance and benefit consulting business that her mother, a pension actuary, had founded in 1967.   Ana Maria continued the insurance and deferred compensation planning practice and expanded it to include a financial planning and estate planning practice ultimately founding AMGWealth Planning Solutions.  In addition to her private practice, she assists other advisors in assessing the life insurance needs of their clients, as Regional Sales Vice President for Pinnacle Insurance and Financial Services, LLC.

In order to maintain the highest level of professionalism and remain current, she has continued to earn professional designations.  She holds the CLU® and CHFC® professional designations from the American College of Insurance.  She is also a CFP® practitioner.  She has also formed alliances with CPAs and attorneys to assist her in bringing comprehensive strategic business solutions to her clients.

Ana Maria has earned numerous citations and awards from insurance companies for outstanding sales and service.  She is a frequent guest speaker for various audiences.  She was a guest lecturer at the 2009 Hispana Leadership Summit, The EWomen Network 2010 International Conference and Business Expo and the 2010 and 2011 National Hispana Leadership Institute Training Conference and Mujer Awards.

In addition to her professional leadership roles, Ana Maria is passionate about philanthropy and lends her financial and development skills to various nonprofit organizations in Houston.  She is a sustaining member of the Junior League and is past  President and Trustee of the Board of The Saint Agnes Academy Foundation.

Ana Maria resides in Houston with her husband, John and children, Carolina and William.

Licenses held:  Group I, Life and Health; General Lines; Series 6, 7, 63 and 65, Law (not practicing)

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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

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