I’m a Registered Life Planner® with Anne Johnston

I’m a Registered Life Planner® with Anne Johnston

Photo of Anne Johnston standing outdoors

Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Chief Operating Officer for Kinder Institute, chats with Anne Johnston, Founder & Managing Director of Created Wealth Advisory in Los Angeles, CA. Anne is one of over 600 professionals globally who have earned the prestigious Registered Life Planner® (RLP®) designation.

“So many people out there, even though we’ve come a long way in our industry, find the world of finance overwhelming, confusing, or boring. It doesn’t have to be that way and It can be clear, approachable, and even beautiful. I think as we can expand our definition of wealth beyond how much money is in our bank account, to your experience of freedom, then we can start to generate real wealth in life.” – Anne Johnston, CFP®, CIMA®, ChSNC®, RLP®

Originally from Georgia, Anne Johnston moved to California and spent twelve years at UBS, spearheading Imagine, an innovative wealth team. After beginning her career on the municipal bond trading desk, she pursued advanced credentials in planning, investing, and special needs consulting.

In her practice, Anne recognized that technical expertise alone doesn’t fully address the human aspect of financial matters.

Anne decided to hone her craft by integrating Kinder Institute’s life planning methodology into her practice, aiming to assist her clients in achieving their highest aspirations.

As a Registered Life Planner® professional, Anne’s warm and candid consultation style, coupled with her expert skills for helping clients articulate their financial narratives, sets her apart.

Anne’s dedication as an RLP® designee is driven by a passion for empowering her clients to live lives that offer the highest degree of freedom.


Anne’s work as an RLP® designee is fueled by a calling to help people become powerful in their finances so they have the freedom to create lives and legacies that light them up.

Anne B. Johnston grew up in Georgia, came west to attend USC, then spent twelve years at UBS where she led Imagine, an innovative wealth team. She started her career on the municipal bond trading desk, then equipped herself with advanced technical credentials in planning, investing and special needs consulting (CFP®, CIMA®, ChSNC® and RLP®).

Anne’s approach is founded in personal practice. She avidly carves out space and time for her own creativity, encouraging her clients to follow theirs too. Over eight years of Brazilian Jiu-Jitsu has taught her to steady her reactions to the inevitable uncertainty that life presents—another set of techniques she transmits to her clients through sessions that reach far beyond typical money talk. Forbes called Anne one of America’s Top Next Generation Wealth Advisors (2018), Best-In-State Next-Gen Wealth Advisors (2019) and the Los Angeles Business Journal called her one of the Most Influential Wealth Managers in Los Angeles.


Kinder Institute of Life Planning provides experiential training on client-centered relationship skills to financial advisors and professionals worldwide. Since it began in 2003, Kinder Institute of Life Planning has trained thousands on its life planning methodologies that deliver clients into the lives they long to live. The designation of Registered Life Planner® (RLP®) is earned by completing an entire course of study including The Seven Stages of Money Maturity® Training, the EVOKE® Life Planning Training, and a subsequent Life Planning Mentorship Program. To learn more about life planning, trainings offered by Kinder Institute of Life Planning, or to find an Registered Life Planner® professional, visit www.kinderinstitute.com.

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