Annette Brinton, CFP®
Co-Founder, Senior Wealth Manager
Annette Brinton is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA Inactive) and brings over 30 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 B.A. 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 an active member of the Financial Planning Association and of her Sausalito community. She’s an active member of the Sausalito Woman’s Club, chairing the Fiscal Advisory Board and serving on the Scholarship Board, granting over $60,000 annually to students in Sausalito and Marin City who are willing to work hard and apply themselves in higher education. She’s also on the Board of Literacy by the Bay, helping to keep our independent bookstore alive as a cornerstone of our community, engaging kids and adults in the magic of reading and learning.
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 type of clients do you specialize in working with?
I’ve worked with a broad range of individuals and families over the last two decades, but now I find that I’m most drawn to working with executive and senior level businesswomen. They are leaders in their businesses and often carry tremendous pressure of being the breadwinner while simultaneously leading the care for kids and aging parents. I understand their challenges and their need for a great team and impeccable support. I love providing that support and seeing the people I serve reach their heights while contributing to their families, communities, and the world in amazing ways.
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 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)
Member, Financial Planning Association, San Francisco
Sausalito Woman’s Club, Chair of the Fiscal Advisory Board, Scholarship Board member
Board Member, Literacy by the Bay