Photo of Anneliese Johnson
Anneliese Johnson
Financial Advisor
AIF®, AAMS®
anneliese.johnson@mossadams.com
(310) 295-3730

Industry Expertise

Cross Industry

Practice Focus

Financial Planning

Biography

Anneliese has worked in the financial services industry since 1995. She plays an integral part in assessing the unique financial planning needs of her clients and assisting them in their financial decisions. Anneliese is involved in all stages of financial planning, risk assessments, asset allocations, portfolio rebalancing, investment implementation, and portfolio monitoring for her clients. She is an Accredited Investment Fiduciary, Accredited Asset Management Specialist, and holds Series 7, 63, and 65 licenses.

Education

  • BS, psychology, Pepperdine University
  • Graduate, College for Financial Planning
  • Graduate, University of Pittsburgh, Center for Fiduciary Studies

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.