Courtney Anderson, CMA, EA
Hello! My name is Courtney, a Certified Management Accountant since 2017 and an Enrolled Agent since 2021. I graduated from The University of North Carolina at Wilmington in 2012 with a BS in Accounting and a minor in Information Technology. Although raised on the East Coast, I currently live in San Diego, CA with my adorable furbaby, Emmie.
As the daughter of both a CPA and a Tax Guru, I have grown up to understand and appreciate what goes into maintaining great relationships with clients while providing exceptional services within the Financial Planning field. After earning my Life Insurance license in 2020, I promptly made the decision to offer my services under my own business identity after several years in the corporate accounting world. This decision was made to offer a service that feels genuine and personal, something that I couldn’t do at my old desk job.
Alongside my CMA, EA and Life Insurance distinctions, I also hold a Health Coaching Certification which assures that I am able to not only handle fundamental accounting and tax practices, but that I can provide an immaculate personal service to walk you through complicated, sometimes difficult situations, with ease. I understand how struggles and confusion revolving around one's personal finances can have an impact on the mind, body and spirit. My goal is to leave my clients feeling stress-free and financially prepared.
The journey of working within the delicate areas of accounting and financial planning comes from genuine interest in helping individuals and business owners traverse the frustrating world of taxes, financial planning and all things retirement. This allows my clients to spend quality time in places that matter to them without the administrative necessities, that I personally find thrilling, looming over them.