Courtney Hutchinson, CFP®
PARTNER, CHIEF OPERATING OFFICER
Courtney Hutchinson is Partner and Chief Operating Officer at Waypoint Wealth Partners. She is a Certified Financial Planner™ and brings 20 years of financial services experience to the firm. She was employee #1 and has been instrumental in building the firm and our team. Her greatest joy is serving our team and clients as a thoughtful listener and a master of all the details that matter so much.
Courtney is responsible for the firm’s finances, operations, compliance, human resources, and technology. She serves as the chair of the Leadership Team, manages the Operations Team, and leads all hiring and onboarding efforts.
Prior to joining Waypoint Wealth Partners, Courtney had over 10 years of experience working with clients at Barclays Wealth, Bernstein Global Wealth Management and Ashfield Capital Partners.
Courtney graduated from the University of California, San Diego with a B.A. in Economics and a minor in French Literature. She also earned a graduate certificate from the UC Berkeley Personal Financial Planning Program, Schwab Executive Leadership Program and G2 Leadership Institute.
What do you enjoy most about your role at Waypoint?
I love being able to lead our team and support our clients in many different ways. Through training, mentoring, process design, technology, operational change or being a thought partner, watching our team grow and serve our clients each day on such a personal level is truly rewarding.
What makes you proud to be a part of the Waypoint team?
That we’ve decided as a firm to limit how many client relationships each advisor has so we can retain our high level of service as we grow. Many organizations wouldn’t make that choice and I’m proud to work for a firm who has.
What is the best piece of advice you’ve ever received?
To always treat others the way you want to be treated. I think of this every day as I serve our team and our clients. I always think, “What would I want or expect if I was in their shoes?” I am a tough customer with high expectations so it is a great litmus test and they are words I live by.
What do you love to do outside of work?
I love to spend time with my family and friends and enjoy the outdoor activities in the beautiful Bay Area. Our two daughters keep us busy! They love to be outside hiking the open space trails or running around at the beach. Mexico is also one of our favorite places to travel to each year.
Education, Credentials and Affiliations
B.A. in Economics, UC San Diego
Certified Financial Planner Professional, CFP®
Graduate, Personal Financial Planning Program, UC Berkeley Extension
Graduate, Schwab Executive Leadership Program
Graduate, G2 Leadership Institute
Member, Financial Planning Association, San Francisco