Anna Walters, CRPC

Partner, Director of Operations

Anna leads operations and oversees practice management for the team. Responsible for developing efficient processes and providing strategic insight, Anna streamlines internal functions and increases capacity across the firm to best serve our clients.

As an original member of Auric Capital, Anna has ten years of financial services experience. She began her career servicing ultra-high-net-worth clients on a wealth management team based in Aspen, Colorado. Then she went on to lead operations for Mittman & Associates at Merrill Private Wealth Management in 2019, where her role progressed to Private Wealth Business Manager.

Anna earned her Bachelor’s degree in Economics from the University of Colorado and her MBA from the University of Michigan’s Ross School of Business. She also holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and is registered with FINRA, having passed the Series 7 and Series 66 examinations.

She now resides in Laguna Beach, where she enjoys beach walks, rollerblading, and taking in the town’s iconic sunsets.