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Aniza Barcelo, RFA®

Aniza Barcelo, RFA®

Senior Operations Lead

Aniza is responsible for overseeing the operations and processes of the Modern Wealth Management team, with the goal of providing clients with a seamless experience. With a background in pharmacy, she has discovered a passion for finance and currently serves as our office's Medicare specialist.

Outside of work, Aniza is a proud fur Mommy to two adorable cats, Onyx and Leo, and a dog named Bean. During her free time, she enjoys traveling, crafting, and spending quality time with her loved ones.

Aniza welcomed her son in January and is currently on maternity leave.