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Anderson works with business owners and high net worth families to create customized plans integrating wealth management, asset protection, and estate and business planning. Anderson specializes in constructing complex cash flow models and estate structures, and planning for liquidity events and other life transitions.

Prior to joining Miracle Mile Advisors, Anderson worked in the Business Development division of a Los Angeles based hospitality company where she was responsible for in-depth market analysis, capital opportunities and acquisition modeling.

Anderson received her Bachelor’s Degree from the University of California Los Angeles and was heavily involved in the UCLA Business Society. She holds her Certified Financial Planner (CFP®) designation and the Financial Industry Regulatory Authority (FINRA) Series 65 securities license. She is an active mentor with Big Brothers Big Sisters of Greater Los Angeles and is involved with local causes such as UCLA Young Alumni Development Council and Monday Night Mission.

3 Fun Facts:

  • Started as an intern, is now a senior member of the Advanced Planning Group
  • Has spearheaded the firm’s Cycle for Survival fundraising success
  • Was the 1st employee at Miracle Mile to start the standing desk trend

Anderson works with business owners and high net worth families to create customized plans integrating wealth management, asset protection, and estate and business planning. Anderson specializes in constructing complex cash flow models and estate structures, and planning for liquidity events and other life transitions.

Prior to joining Miracle Mile Advisors, Anderson worked in the Business Development division of a Los Angeles based hospitality company where she was responsible for in-depth market analysis, capital opportunities and acquisition modeling.

Anderson received her Bachelor’s Degree from the University of California Los Angeles and was heavily involved in the UCLA Business Society. She holds her Certified Financial Planner (CFP®) designation and the Financial Industry Regulatory Authority (FINRA) Series 65 securities license. She is an active mentor with Big Brothers Big Sisters of Greater Los Angeles and is involved with local causes such as UCLA Young Alumni Development Council and Monday Night Mission.

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