Meet the Created Team | Created Wealth Advisory

Our team of experts is passionate about supporting you in your journey to financial clarity and confidence

Anne B. Johnston, CFP®, CIMA®, ChSNC®, CeFT®, RLP®

Founder & Managing Director

Anne was named one of Forbes America’s Top Next-Gen Wealth Advisors, and one of The Most Influential Wealth Managers in Los Angeles by the LA Business Journal*. 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® and ChSNC®), as well as the human side of money (CeFT®, RLP®). Anne’s TEDx talk, “How to Make Finance Beautiful” reflects her mission: to help people clarify their vision of freedom and fulfillment so they can focus their resources on what’s really important to them. When she’s not advising individuals and families, she can be found gardening, training in jiu-jitsu or playing “financial rock” songs on her bright green electric guitar.

Ashley Murillo

Wealth Strategist

Having spent many years serving youth groups and families in need, Ashley loves that a career in wealth management allows her to build relationships with clients and follow her passion of helping others. Ashley was born and raised in the suburbs of Chicago and later received her BSA in Public Health from the University of South Florida. Dedicated to serving clients and always eager to learn, she is currently a candidate for the Certified Financial Planner™ (CFP®) certification. Ashley spends her free time playing the piano, getting creative with acrylic paints, experimenting with new recipes in the kitchen, and going on exciting off-roading trips.

Ruth Sotak

Operations Specialist

Ruth Sotak has executive-level experience in financial operations, risk management, trading operations management, and client relations. Among other leadership roles, Ruth was Head of Special Operations at TradeLink, LLC a proprietary trading firm and asset manager and Managing Director and COO of Global Energy Operations at Citadel Investment Group. She holds a Master of Science in Management from the Massachusetts Institute of Technology, an Arts Master in Regional Science from the University of Pennsylvania, and a Bachelor of Science in Geography from Michigan State University. Ruth is passionate about living her best life which includes spending loads of time with her husband of 37 years, getting sufficient exercise and training her horse for three-day eventing competitions.

*The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. See http://bit.ly/2ktpEkW. For additional detail on the criteria Forbes used for the ranking, see http://bit.ly/2m30Pgd. Recipients are selected by the Los Angeles Business Journal using their own proprietary selection process. Recipients do not pay a fee to become eligible for the award. The inclusion of a wealth manager on the Most Influential Wealth Managers in Los Angeles list should not be construed as an endorsement of the wealth manager by the Los Angeles Business Journal. Working with a wealth manager who has made the list, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be selected again in the future. The Los Angeles Business Journal is not an advisory firm, and the content of this article should not be considered financial advice. For more information, visit www.labusinessjournal.com

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