Arielle Anderson

Arielle Anderson is a Partner and Senior Advisor at Westmount Partners in Los Angeles, overseeing comprehensive investment and retirement planning for high-net-worth individuals and families. In her current role, she leverages more than a decade of experience to provide strategic guidance on asset allocation, portfolio construction, and long-term wealth management. Arielle’s advisory work covers a broad set of asset classes, including equities, fixed income, alternative investments, and tax-efficient strategies tailored to client objectives.

Prior to joining Westmount Partners, Arielle served as a Wealth Advisor and earlier as an Investment Advisor Associate at Kayne Anderson Rudnick, where she built expertise in holistic wealth planning and portfolio management for affluent clients. She previously gained significant experience at Bernstein Global Wealth Management, further developing her knowledge in investment counseling and financial markets.

Arielle holds a Certificate in Financial Planning from the Pepperdine Graziadio School of Business and Management and a Bachelor of Science in Cell/Cellular and Molecular Biology from the University of Washington. As a CERTIFIED FINANCIAL PLANNER™ professional, her expertise includes retirement and legacy planning, investment management, and client education, contributing to Westmount’s reputation for personalized, goals-driven wealth solutions.