Britta brings over eight years of experience in financial services to her role as Wealth Management Advisor.
Currently, Britta specializes in advising high-net-worth individuals and families to craft customized plans in the areas of investment management, wealth advisory, and trust planning. She is part of a team that collaborates with families and institutions to help preserve, protect and grow their wealth to focus on family, business and philanthropic priorities.
Prior to joining First American Trust, Britta worked at Fidelity Investments with a focus on wealth management. As a Financial Consultant, she worked with high net worth clients to envision their dreams, set goals and work towards achieving financial independence with a tailored plan. Her experience in financial planning includes a broad knowledge of asset allocation and risk management, tax efficiency, retirement planning, income protection, and estate planning.
Britta received her Bachelor’s degree in Finance from the University of Louisville and is a CERTIFIED FINANCIAL PLANNER™. She also has held many security industry designations including Series 7, 63, 66 as well as California Life and Health Insurance licenses.