Anna Walters, CRPC
PARTNER, DIRECTOR
OF OPERATIONS
ABOUT ANNA
Anna is a Partner and the Director of Operations at Auric Capital Partners, based in Orange County, California. As a founding member of the Auric team, she partners closely with advisors to drive strategy while leading the design and execution of the firm's operational infrastructure - spanning process design, platform integration and change management, always with a focus on creating space for growth.
Anna earned her undergraduate degree in Economics from the University of Colorado, Boulder. She began her career in Aspen, Colorado, supporting ultra-high-net-worth families with a Merrill Lynch advisor, where she developed her passion for operational excellence and obtained her Series 7, Series 66, and CRPC® designation. She later advanced to Business Manager at Merrill Private Wealth Management before helping launch Auric Capital Partners in 2022. She also holds an Executive MBA from the University of Michigan's Ross School of Business.
Her perspective on money was shaped early. At around age 16, her grandfather, Vern, introduced her to his financial advisor of 40 years, walked her through the office, and explained how investing works, showing her that money itself can work hard for you.
Outside of work, she enjoys running, yoga, rollerblading along the coast, and boating at her family's cabin in Minnesota. She also participates in Sanctuary's mentorship program, helping connect and inspire the next generation of talent.
We approach every relationship with intention, listening carefully before offering guidance. Our role is to simplify the complex, coordinate moving pieces, and create a strategy that works seamlessly across your financial world.
Through consistent communication & thoughtful collaboration, we help you move forward with confidence no jargon, no handoffs, just steady guidance.
A PARTNERSHIP BUILT ON CLARITY
OUR TESTIMONIALS
WELCOME
LET'S HAVE A REAL CONVERSATION
No scripts. No pressure. Just thoughtful dialogue about what matters most to you and where you want to go next.
The door’s open. Why don’t you take a seat?
