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Anna Johnson

CFP®*

Director

    Anna is a Director in Pathstone’s Bellevue Office focused on wealth transfer strategies. She is an attorney with over 13 years experience advising complex multi-generational families. Anna works with clients to create understanding and engagement across generations. Anna is uniquely situated, as an advisor and former trustee, to bring simplicity to complex estate planning and contemplate trust execution with client goals at the forefront.

    Prior to Pathstone, Anna was an advisor and wealth strategist at Ascent Private Capital Management, a multi-family office within U.S. Bank for the ultra high net worth. She worked with a large pacific northwest family with numerous trusts and multiple family business structures. This experience engrained in her the importance of family history and family values in estate planning.

    Anna graduated magna cum laude from Seattle University School of Law. She is a member of the Washington State Bar Association, Seattle Estate Planning Council, and Washington Women in Tax. She is also a Certified Financial Planner.

    Anna lives in West Seattle with her family and enjoys gardening, biking, walking and the overall beauty of the Pacific Northwest.

     

    *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    Group

    Client Service Team

    Investment Advisory

    Certification

    CFP®*

    Office

    Bellevue, WA

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    Anna is a Director in Pathstone’s Bellevue Office focused on wealth transfer strategies. She is an attorney with over 13 years experience advising complex multi-generational families. Anna works with clients to create understanding and engagement across generations. Anna is uniquely situated, as an advisor and former trustee, to bring simplicity to complex estate planning and contemplate trust execution with client goals at the forefront.

    Prior to Pathstone, Anna was an advisor and wealth strategist at Ascent Private Capital Management, a multi-family office within U.S. Bank for the ultra high net worth. She worked with a large pacific northwest family with numerous trusts and multiple family business structures. This experience engrained in her the importance of family history and family values in estate planning.

    Anna graduated magna cum laude from Seattle University School of Law. She is a member of the Washington State Bar Association, Seattle Estate Planning Council, and Washington Women in Tax. She is also a Certified Financial Planner.

    Anna lives in West Seattle with her family and enjoys gardening, biking, walking and the overall beauty of the Pacific Northwest.

     

    *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.