Anita Chavez

Phone: 888-238-7898

Anita Chavez serves as Client Relationship Manager for Adventure Financial and assists clients in the gathering and uploading of client data for Financial Planning and services. She enjoys educating clients on the use of the website and technology tools available to them, and scheduling/keeping clients on track with their regular meetings. She is passionate about helping people connect and learn how to manage the finances entrusted to them and to work towards debt free living and a confident retirement.

Previously worked in marketing and management roles in service industries & ministry. She loves spending time with family and playing games with a good cup of coffee. She attends church with her husband, daughters and grandson and enjoys Sunday as “Family day.” Also loves those God appointed moments of praying with someone in need.