Annette Brinton, CFP®
Co-Founder, Senior Wealth Manager
Annette Brinton is a Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA ) and brings over 25 years of experience as a finance professional to the clients she serves. She is passionate about helping people gain clarity over their financial situation and managing their wealth to provide for a fulfilling life.
Prior to co-founding Waypoint Wealth Partners, Annette had her own firm and worked as a Client Advisor for two independent wealth management firms in the Bay Area. Annette started her career in 1991 with Ernst & Young, doing both audit and individual tax work, and subsequently spent over 10 years working in corporate finance and operations. She has worked extensively in over 20 countries around the world including a year in Hong Kong and China and three years living in London.
Annette holds a BA in Business Economics from the University of California at Santa Barbara and earned a graduate certificate from the UC Berkeley Personal Financial Planning Program. She is on the Board of the Financial Planning Association, a member of the Professional Advisors Council of The San Francisco Foundation and a Trustee of the Sausalito Art Festival Foundation.
Get to know Annette
What do you enjoy most about your role as a Wealth Manager?
I love helping people articulate their vision for the future and connect with the things that are most important to them. And then helping them achieve that vision. There’s no better feeling in the world then helping someone realize their dreams.
What makes you proud to be a part of the Waypoint team?
That we’re committed as a firm to always going the extra mile for our clients. Excellent client service is hard to come by in today’s world and I believe it’s one of our greatest strengths.
What professional accomplishment are you most proud of?
That I jumped off a cliff and made a big career change just over 10 years ago and am now an owner of a successful independent wealth management firm. It’s been a lot of work but more rewarding that I could have ever imagined.
What do you love to do outside of work?
Being outdoors! In particular I enjoy hiking, road biking, and snowboarding. I also love traveling the world with my husband Adrian and enjoying good food and wine, especially when sharing it with close friends. And my day wouldn’t be complete without a good walk around the hills of Sausalito with our dog, Casey Jones.
Education, Credentials and Affiliations:
- B.A. in Economics, UC Santa Barbara
- Graduate, Personal Financial Planning Program, UC Berkeley Extension
- Certified Financial Planner Professional, CFP
- Certified Public Accountant, CPA (inactive)
- Board of Directors, Financial Planning Association, San Francisco
- Professional Advisors Council, San Francisco Foundation
- Board of Trustees, Sausalito Art Festival Foundation