Sign In

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

Highlights

Aug 23 · linkedin

I wrote and recorded a financial rock song and it's out today!

Two years ago, I was on a creative writing retreat and sat down to write a long-form essay on finance, but in that moment it just seemed daunting. But a song…that could be FUN!

So I made a list of the top financial issues I most wanted to clarify for people, and wrote a song about each one.

Over two years of writing retreats, I wrote the lyrics and music to a series of financial songs that I came to affectionately call “Fin-Rock.”

Although I am no Joan Jett, I was inspired to play them live at open mics and, in August 2023 even performed an entire concert of Fin-Rock songs with a full rock band (and even some colorful powerpoint slides :)) to a full house of professional investors, CPAs, business people, folks from my jiu-jitsu and creative writing communities, and even some of our clients at Created.

Fast forward to 2024, I discovered that I would be delivering a TEDx talk and decided that, as part of my presentation, I’d be performing a Fin-Rock song to support the message.

I wondered, could I record the song from my talk so that people could listen after? 

My masterful, encouraging guitar teacher, Molly Miller, connected me with Luke Adams, a supreme artist who agreed to take on my financial education project (even though he produces actual rock artists 🙏)

We recorded the song “Finance is Beautiful” from the TEDx talk, and it was some of the best fun I've ever had.

And so… we kept going and made a whole album!

I present to you:

FIN ROCK ROCKS

The first song, “Finance is Beautiful,” is out TODAY on all the music streaming platforms.

Listen via the link in comments 🤘

I’ll be sharing a new song with you every few weeks!

It was magical to be able to work with such incredibly talented musicians to bring the songs to life. Luke brought his incredible taste and talent to the production of all the songs and played the drums on the tracks. I sang and played guitar. The magnificent Brett Farkas absolutely slayed on guitar and bass.

This was SO FUN 🙏!!

I hope you feel that your face is thoroughly melted with practical financial guidance as a result of having listened to this music :)

LMK!!

In good wealth,

Anne

P.S. FREE BIRD

#FinRock  #FinRockRocks #FinanceisBeautiful #FinancialEducation #RockAndRoll #TEDx #NewMusic #MusicRelease #SongRelease #OriginalMusic #CreativeFinance #MusicAndMoney

Aug 16 · linkedin

A special thank you to you, my friends and colleagues, for checking out my TEDx talk “How to Make Finance Beautiful” this week 🙏

I have LOVED hearing what it prompted you to think about in your own relationship to finance and fulfillment, and especially the 1 action that you chose from the ending!

Thank you so much for investing the time to watch and for sharing your reflections with me :)

For those of you who haven’t had a chance to check it out, I encourage you to! Have a look via the link in comments, and also check out the second link for something else exciting that’s coming out next week 🤘 🎉 :

Related Questions

What inspired Anne B. Johnston to start Created Wealth Advisory?
What are some unique approaches Anne B. Johnston uses in wealth management?
How does Anne B. Johnston integrate her passion for Brazilian Jiu-Jitsu into her work?
What are the key financial strategies Anne B. Johnston recommends for creating a legacy?
Can you share more about Anne B. Johnston's educational background and certifications?
Anne B. Johnston
Anne B. Johnston, photo 1
Anne B. Johnston, photo 2
Add to my network

Experience

Founder & Managing Director, Wealth Advisor at Created Wealth Advisory (September 2019 - Present)
Wealth Advisor at UBS (July 2007 - September 2019)

Education

B.A. with Honors, University of Southern California; Certified Investment Management Analyst® program, Yale School of Management; Certificate in Personal Financial Planning, University of California,

Location

Los Angeles, California, United States