About Equila Financial
We bring clarity and purpose to your financial life—helping you reach for your goals while staying grounded in what matters most.
The Numbers Are Only Half the Story
Helping people reach clarity and confidence with their finances means balancing what the numbers say with what their hearts want.
Meeting You Where You Are
Ann will never judge you for your financial situation or life circumstances. Helping means finding your next best step, no matter where you are in your life’s journey.
Planning First, Always
While Ann offers investment management, it is financial planning that changes lives – aligning your resources with your goals, values and vision for the future, and making your money decisions easier.
Investing Without Gimmicks
The latest investing fad, or product designed to fix what’s “wrong” with the markets, won’t help you reach your financial goals. Trying to time the market doesn’t work. Investing means being in the markets for the long term, in a low cost, diversified portfolio that lets you sleep at night.
Connecting Your Money to the Meaning in Your Life
Ann’s mission is to help you understand how to make the best financial choices to support the things you most value in your life. To identify what you should pay attention to given your situation and what you can ignore, so you can tune out all the noise of the talking heads and click bait, knowing you are on track to the life you want to have.
- Helping you become intentional with your money
- Making complicated financial concepts easy to understand
- Answering your questions about anything financial
- Taking care of your money while you live your life
Working with Equila
When Ann founded her financial firm, she wanted a name that reflected her personal balance of attention to detail and big picture thinking, as well as her commitment to integrity and transparency. Given her love of animals, she came up with Equila, blending the sensitivity and honesty of Equus, the horse, grounded on the earth, with the watchful eye of Aquila, the eagle, soaring above. Want to find out what working with Ann at Equila Financial might be like? Get in touch to schedule a free, no obligation “Get Acquainted” meeting today!
Your Goals, Our Guidance
Because we can’t help you until we know you, Ann provides financial planning to all her clients. We start with a clear picture of your current financial situation: where your money is going, how your assets are invested, and what financial concerns you have. Then we explore your vision of the future you want for yourself and your family, getting specific about the role money will play. Together we review possible strategies to get you where you want to be, as well as ways to protect your progress from unexpected negative events. The result is a plan with specific, prioritized next steps, one that you feel comfortable with because it aligns with your values and lifestyle.
If all you need is that blueprint, you can do this with our Stand-Alone Financial Planning engagement, no need for us to manage your investments. You take the next steps on your own, with the option to come back for check-ins or plan updates, on a regular or as-needed basis.
If you’d like a deeper, longer-term relationship with Equila, our Full-Service Wealth Management engagement includes ongoing financial planning along with investment management. We take care of all the details like account paperwork while also developing and maintaining your personalized portfolio, integrated with your financial plan. We keep you on track over the year with respect to tax strategies and financial deadlines, so you can relax, knowing someone is watching over your finances. We look to become your long-term financial partner, there to answer questions and provide advice, taking care of your money while you live your life.
Financial Guidance For Every Path
Every client’s journey is unique. Ann offers inclusive, non-judgmental guidance tailored to your life stage, priorities, and goals. She builds trusted relationships that help you navigate transitions, plan for the future, and make informed financial decisions with confidence.
Where Insight Meets Caring
Born and raised in New York City, Ann Shubert, CFP®, began her professional journey with plans to become an astrophysicist. After earning a BA in Physics from Princeton University and an MS in Astrophysics from Caltech, she realized that pure research wasn’t the right match for her problem-solving and planning-oriented personality. This insight led to a multi-decade career in the defense industry, where she applied her analytical skills to designing software systems and managing multi-million-dollar programs for both large and small defense contractors.
Over time, Ann developed a rare talent for breaking down complex processes into clear, actionable steps—a skill she now brings to financial planning. In 2014, while completing her Executive MBA at the University of New Mexico, Ann made another significant career pivot—this time to financial advising. The move enabled her to combine her long-standing personal interest in investing with her expertise in planning, risk management, and systems thinking, helping people improve their financial lives.
Passionate about sharing knowledge and creating clarity, Ann offers inclusive, non-judgmental guidance to clients from all walks of life, with a special affinity for women professionals, small business owners, STEM professionals, and members of the LGBTQ+ community. Based in the Land of Enchantment since 1992, Ann draws inspiration from the beauty of New Mexico, the strength and grace of her four horses, and the soaring perspective of eagles—characteristics that infuse her grounded yet creative approach to financial planning.
- Ann has managed multi-million-dollar defense programs, but now finds her greatest satisfaction in working one-on-one with individuals and families to engineer their financial futures.
- Ann and her husband, Paul, share a love of astronomy—he built a backyard observatory where they capture compelling images of the night sky and plan for the next eclipse trip.
- At home, Ann is surrounded by four horses, a dog, and four cats.
Trusted Advice, Personal Connection
Choosing a financial advisor is about more than numbers—it’s about trust, understanding, and having a partner who prioritizes your needs. At Equila Financial, Ann combines analytical objectivity with a caring, personal touch, offering inclusive guidance that helps you create and maintain a plan tailored to your life.
Fiduciary Commitment
We are legally and ethically bound to act in your best interest, with transparency at every step.
Planning-Centric Approach
Financial planning is at the heart of what we do, aligning your resources with your goals, values, and priorities.
Inclusive and Personalized Guidance
We welcome clients from all walks of life, providing advice that reflects your unique circumstances and vision for the future.
Get In Touch
Want to know more? We offer a free, no obligation, “Get Acquainted” meeting to share what you are looking for and what I do to see if there’s a match. Contact us by phone or email, and tell us more about yourself and your financial concerns, and we will get back to you!