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Brittany Anderson, WMS™

Brittany Anderson

Brittany Anderson, WMS™

Wealth Planner

Brittany joined Wealth Analytics in 2022 and serves the firm in her role as a Wealth Planner, a licensed investment professional, with a Wealth Management Specialist™ designation. In 2016, Brittany graduated Cum Laude from Cal Poly San Luis Obispo as an Education major. She spent six years teaching in the Poway Unified School District and was nominated for Teacher of the Year in 2022. She brings her communication and leadership skills into the financial services field. Brittany is honored to help our clients manage their financial futures as their lives change and goals evolve. She loves diving into the details to ensure all aspects of a client's financial picture are taken into account and optimized. When she's not running around after her 6-month-old baby, Parker, she's working on improving her subpar pickleball skills and listening to audiobooks at rapid speed in preparation for her seemingly always-approaching book club.

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“A groundbreaking book” Chicago Tribune

Insider share secrets about a shifting financial landscape where new trusted mentors can
create a plan where you win!

10,000 people will turn age 65 every day over the next decade! Are you one of them? This book was written for you! You can have an extraordinary retirement without financial worry!

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