Anna Kottke, CFP® is the CEO and Founder of Elite Wealth Planners, LLC, where she combines her extensive financial expertise with a deep commitment to her clients' well-being. Anna’s journey in financial services is truly inspiring. As a youth, she was encouraged endlessly by her mother to work hard, never give up, and be financially independent. Her mother’s encouragement stemmed from her own financial struggles during her childhood and throughout adult life due to a terminal illness. Anna unexpectedly found herself in a financial services position at the age of 15 as a sophomore in high school. During the early phases of her career, she learned about the most effective and ineffective ways to serve clients. After bravely addressing these concerns to management she was told she would not make it in this industry. This added immense fuel to Anna’s passion and determination to do wealth planning right. Most importantly, she learned it is crucial to genuinely care about her clients and their best interest first – no matter what.
Before the age of 30, she had achieved the prestigious CERTIFIED FINANCIALPLANNER® designation, demonstrating her deep passion for embracing the true and formally recognized planning process. Her dedication culminated in August 2022 when she founded her own firm, taking on the role of CEO. With a solid process, a robust system, and a talented team, Anna has built a firm that stands out in the industry. Her career trajectory from a teen in the industry to CFP® to business owner highlights her dedication and growth in the financial sector.
What makes Anna a GEM
Anna is a passionate advocate for kidney donation, having donated a kidney to her mother in 2013. So far, she has been blessed with the opportunity to educate and guide 1 individual through the decision-making process to donate a kidney to a fellow church member in need. Anna is driven by her faith, a love for personal growth and family experiences. Her personal interests include collecting cookbooks and creating detailed photo albums that capture life’s special moments, from vacations to milestones. Anna enjoys spending time with her family, skiing, and volunteering at her church. She lives in Oakfield, Wisconsin with her husband and their three daughters, balancing her faith, family and professional achievements with a rich and fulfilling personal life.