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Brittany Anderson is listed as Wealth Planner at Wealth Analytics, a with 7 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Brittany Anderson.
Brittany Anderson previously worked as Investment Associate at Wealth Analytics and Elementary School Teacher (4th & 5th Grade) at Poway Unified School District. Brittany Anderson holds Teaching Credential, Elementary Education And Teaching from California Polytechnic State University-San Luis Obispo.
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Brittany joins Wealth Analytics as an Investment Associate. In 2016, Brittany graduated from Cal Poly San Luis Obispo as an Education major with a minor in Biology. She has spent the past six years teaching elementary and middle school students in the Poway Unified School District, and was nominated for Teacher of the Year in 2022. She is thrilled to use her teaching and leadership skills in a new field. Brittany enjoys building connections with our valued clients, problem-solving, and best of all, helping others succeed. In her free time, Brittany prefers to be active outdoors, connecting with loved ones, or appreciating a good book. She is an advocate for embracing new experiences; some of her newest hobbies include knitting and pickleball. Brittany encourages others to pursue new interests and never lose sight of their goals.
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San Diego, California, United States
Educate about financial planning, investments, creating a monthly paycheck in retirement, estate planning, Social Security, Medicare, stock options, charitable giving, and college planning. Create and monitor financial plans and investments to make mid course adjustments with the ultimate goal of helping clients retire and happily stay there.
San Diego, California, United States
Managed day to day client requests
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Brittany Anderson works for Wealth Analytics.
Brittany Anderson is listed as Wealth Planner at Wealth Analytics.
Brittany Anderson is based in San Diego, California, United States while working with Wealth Analytics.
Brittany Anderson has worked for Wealth Analytics and Poway Unified School District.
Brittany Anderson's colleagues at Wealth Analytics include Gordon Tudor and Megan Sperry.
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Brittany Anderson holds Teaching Credential, Elementary Education And Teaching from California Polytechnic State University-San Luis Obispo.
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