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, refining her skills as a brown belt in jiu-jitsu or playing “financial rock” songs on her bright green electric guitar.

Ashley Murillo

Wealth Strategist

Ashley is known for her warmth, positivity, and genuine care for each person she serves. She helps clients get financially organized and stay on track to make meaningful progress toward their goals, approaching every relationship with empathy and reliability. Born and raised in the suburbs of Chicago, she later earned her BSA in Public Health from the University of South Florida and is now pursuing the Certified Financial Planner™ (CFP®) certification to deepen her expertise and expand her financial toolbox in service of clients. Outside the office, Ashley enjoys playing the piano, painting with acrylics, experimenting with new recipes, and exploring the outdoors on adventurous off-roading trips.

Ruth Sotak

Operations Specialist

Ruth Sotak combines a distinguished career in financial operations and risk management with a passion for building trusted client relationships. Over decades, she has held leadership roles at top investment firms, including as COO of Global Energy Operations at Citadel Investment Group. She brings the same strategic insight and dedication to helping individuals and families align their financial lives with their goals. She holds a Master of Science in Management from MIT, 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.

Laurence Diamond, CFA, CFP®

Investment Strategist

Larry Diamond brings over 40 years of fiduciary experience in portfolio management, investment manager searches, due diligence, and goal-based portfolio strategies. A Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®), he has managed portfolios for individuals and institutions, with expertise in all asset classes, and a speciality in managing portfolios with directed constraints (Socially and/or Environmentally Responsible, etc.). His career includes roles as Chief Investment Strategist and Senior Portfolio Manager for wealth management teams at firms including Morgan Stanley, UBS, Wachovia, and Bank of America. Known for translating complex investment strategies into clear, actionable plans, Larry also mentors peers to strengthen investment teams and enhance client service. He holds a B.S. from the State University of New York at Stony Brook. Outside of work, Larry enjoys playing bass guitar, as well as community involvement, including past leadership roles with the Connecticut Forest and Park Association and the Willimantic River Alliance.

*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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