About Annette Bau, CFP®

Hi, I am Annette Bau, a CFP®, a Certified Financial Planner practitioner, and the managing member of an investment advisory firm based in Phoenix, Arizona. The last 20 years of my professional life has included extensive work with affluent clients including entrepreneurs and affluent women.

MillionaireSeries.com mission is to provide resources to assist you in creating an amazing business & life and financial and time freedom so your dreams can become a reality. We believe that anyone can achieve success, personally & professionally and everyone deserves to be and can be financially free.

I am currently writing my 5th book and have published numerous products. My speaking, consulting and entrepreneurial insight spans over 25 years.

I earned a Bachelor of Science degree in Finance and an emphasis in psychology from Arizona State University, because my father, who only had an 8th grade education, wouldn’t let me start my own company until I graduated. Interestingly, I became a lifetime member of the Golden Key National Honor Society. I hear I am also listed in Who’s Who of Finance and Industry and Who’s Who of American Women. My memberships include NSA®, National Speakers Association, the International Board of Standards and Practices for Certified Financial Planners, and the Financial Planning Association.

MillionaireSeries.com has worked with and consulted tens of thousands of advisors, consultants, coaches and executives in over 7 countries, in almost every major investment firm and insurance company. A partial list includes Wells Fargo, Wachovia, Chase Private Wealth Management, Merrill Lynch, Morgan Stanley, Jefferson Pilot, Lincoln Financial, New York Life Insurance Co., The Principal Financial Group, Allstate, Sun Life, Aflac, AG Edwards, LPL Financial Services, Raymond James, Financial Network, Provident Financial, Global View Capital Advisors as well as numerous IMOs and FMOs.

My most popular marketing program is the Million Dollar Marketing System, my latest book, 101 Insider Secrets for Marketing to Affluent Women is a must read for anyone wanting to tap into the affluent women niche market. My most popular book is The 7 Principles of Becoming a Millionaire for Life and my most popular program for marketing to affluent women is the Marketing Guide for Affluent Women.

While being live on television or radio is not my favorite pastime, I have done it for many years. Some people must enjoy my articles because they have been published all over the world, as well as in some leading publications, including GAMA International Journal, Advisors Today, InsuranceNewsNet, Insurance Media Services, Senior Market Advisor, and ProducersWEB to name a few.

My message has been heard by well over 100,000 independent professionals, advisors, small business owners and independent professionals. A partial list of presentations include Channel 12 News, KPNX, NBC, Channel 5 News, KPHO, CBS, Graduate School of Banking, WIFS, NAIFA National, NAIFA National Convention, various state NAIFA conventions, Financial Planning Association, the Society of Financial Services Professionals, Genworth Wealth Management, Lincoln Financial Group, and Financial Network Investment Corporation.

I am a founder and charter member of Arizona Women in International Trade-Thunderbird, a past board member of the Phoenix Executive Committee for the Women’s Opportunity Fund, a Faculty Member at the Graduate School of Banking in Madison, Wisconsin and a Trustee of the Arizona’s Children Foundation.

MillionaireSeries.com’s commitment is to provide solutions so you can elevate your life personally as well as professionally. My products and courses provide step-by-step road maps in the areas of marketing, practice management, and financial freedom to assist in achieving success in business & life.

They tell me that my primary residence is in metro Phoenix, Arizona but some months I do not believe it! I am married to a wonderful man and have three amazing children.

I BELIEVE…
we must be crystal clear on our values
a life with money is better than a life without money
living a financially free life is our right
with God all things are possible
our dreams become a reality when we have a dream, a plan and then take massive action
it’s not what happens to us, but how we choose to react to what happens to us
thoughts are things
our reality can change overnight
out net worth and income is the sum of the 5 closest people in our lives
a belief in ourselves is what makes anything possible.
as long as we are living there is a purpose to our lives!

Your Partner in Success,

Annette