Spinnaker Investment Group has hired former Pepperdine University student-athlete Anika Wilson as financial advisor, announced Morgan Christen, CEO and Chief Investment Officer. Wilson joins the growing Newport Beach investment-advisory firm to work with individuals, families and businesses to develop personalized financial plans and investment management strategies.
While at Pepperdine, Wilson earned a Bachelor of Science in Business Administration and played in two NCAA Championship tournaments as a member of the University’s Division I beach volleyball team. Pepperdine awarded Wilson with Scholar Athlete Honors, and she later earned her Investment Advisors Certification.
Anika Wilson exhibits all the traits of a winning teammate; hard work, accountability, communication, trust, and integrity, said Christen. We are delighted that she has joined our team at Spinnaker Investment Group and is applying her winning approach and discipline to help clients at Spinnaker achieve their financial goals.
Recognized by the OC Business Journal among the fastest-growing privately owned small business in 2020 and for the past three straight years, Spinnaker Investment Group currently has over $420 million in assets under management. The firms approach to client success is to combine carefully researched wealth management guidance and a wealth of human capital, with a style that is both high-touch and high-tech.
Spinnaker serves a broad customer base throughout Southern California, as well as many clients based across the United States. An independent practice that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. The firms services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, Securities and Insurance. For more information, visit www.SpinnInvest.com.