How I Can Help You

Anita Colombo serves as a vital point of contact at Pence Financial Group, where she brings over 14 years of experience in administrative and client service roles. As a Client Service Specialist, she ensures a smooth and responsive experience for clients by managing scheduling, account maintenance, paperwork processing, and advisor coordination. Her dedication to operational excellence and client satisfaction helps create a seamless experience for both clients and the advisory team.

What Makes Me Knowledgeable

Anita’s professional background spans administrative services, financial operations, client relations, and business development. She has completed specialized training in platforms such as Salesforce, Redtail, and Office 365, and is well-versed in compliance procedures. Her commitment to continuous learning and professional development allows her to consistently elevate the quality of service she provides.

Getting to Know Me

Outside of work, Anita finds joy in spending time with her children, grandson, and close friends. She recharges in nature—whether boating, hiking, or relaxing by the beach or pool. Anita believes in the importance of balance and personal growth, values that guide her both personally and professionally. She is also passionate about giving back to the community and is actively involved with local nonprofits including Habitat for Humanity and Boca Helping Hands.