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Anne B. Johnston
Founder & Managing Director of Created Wealth Advisory | Wealth Advisor
Anne B. Johnston is the Founder & Managing Director and Wealth Advisor at Created Wealth Advisory, a boutique wealth advisory firm she established in September 2019.1 Based in the Los Angeles Metropolitan Area, Anne founded Created with the mission to help people become powerful in their finances and create a life and legacy that inspires them.1
Professional Background
Prior to founding Created Wealth Advisory, Anne worked as a Wealth Advisor at UBS in Beverly Hills, CA for over 12 years, from July 2007 to September 2019.1
Education and Certifications
Anne has an impressive educational background and holds several professional certifications:
- B.A. with Honors from the University of Southern California
- Certificate in Personal Financial Planning from the University of California, Los Angeles
- Completed the Certified Investment Management Analyst® program at Yale School of Management
- Holds certifications including:
- Chartered Special Needs Consultant™ (ChSNC™)
- Certified Financial Transitionist® (CeFT®)
- Certified Financial Planner™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)1
Achievements and Recognition
Anne has received several honors and awards in her field:
- Named UBS Southwest Woman of the Year in May 2015
- Recognized as one of "The Most Influential Wealth Managers in Los Angeles" by Los Angeles Business Journal in August 2018
- Listed among "America's Top Next-Generation Wealth Advisors" by Forbes in August 2018
- Included in Forbes' "Best-In-State Next-Gen Advisors" in September 20191
Personal Interests
Beyond her professional achievements, Anne describes herself as a Purple Belt in Brazilian Jiu-Jitsu and a student of electric guitar. She believes that cultivating wealth is a creative process that goes beyond spreadsheets.1
