Brittany Anderson, WMS™

Brittany Anderson, WMS™

Wealth Planner

I joined Wealth Analytics in 2022 and serve the firm in my role as a Wealth Planner. I work closely with clients to ensure every aspect of their financial picture is thoughtfully optimized—so they can not only build wealth but find confidence, balance and peace along the way.

Before entering the financial industry, I spent six years teaching elementary and middle school students in the Poway Unified School District, where I was honored to be nominated for Teacher of the Year. That experience gave me a deep appreciation for education and a passion for making complex topics—like financial planning—more transparent and accessible.

After years of teaching students how to prepare for their futures, I transitioned to financial planning to help individuals and families do the same. I love diving into the details, ensuring clients have a clear, strategic plan that supports both their immediate needs and long-term dreams. After watching our clients save for so long, it is incredibly rewarding to help them transition to retirement and start this exciting phase of their lives!

Outside of work, you’ll find me chasing after my energetic eight-month-old son, Parker, working on my (admittedly subpar) pickleball skills, or racing through audiobooks in preparation for my seemingly always-approaching book club meetings.