Anneliese Johnson has worked in the financial services industry since 1995. As a financial advisor for Moss Adams Wealth Advisors, she plays an integral part in assessing the unique financial planning needs of her clients and assisting them in their financial decisions. She is committed to maintaining strong relationships with existing and prospective clients in order to actively address their changing needs.
In her role, Anneliese is involved in all stages of financial planning, risk assessments, asset allocations, portfolio rebalancing, investment implementation, and portfolio monitoring for her clients.
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- AIF®, Accredited Investment Fiduciary
- AAMS®, Accredited Asset Management Specialist
- FINRA/NASAA, Series 7, 63 and 65 licensed
EDUCATION
- Bachelor of Science, Psychology, Pepperdine University
- Graduate, University of Pittsburgh, Center for Fiduciary Studies
- Graduate, College for Financial Planning