Madison Puhalsky, CFP®
Assistant Vice President, Financial Planning
Ms. Puhalsky joined Ancora in 2024 and specializes in financial planning solutions to assist the firm’s clients in meeting their financial goals. Madison previously worked with Ancora as a summer intern and continued to assist the team throughout her senior year. She also has past experience as a teaching assistant for the Business Finance course at Ohio State.
Madison earned a Bachelor of Science in Business Administration degree with a specialization in Finance and a minor in Real Estate from the Ohio State University. She was a Dean’s List honoree each semester during her tenure and a Fisher Global Grant recipient. Madison is a Certified Financial Planner® professional and a FINRA registered representative (BrokerCheck).
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
