Annelise Bretthauer (CDFA, CFP®, MBA)

Annelise Bretthauer focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Medical Professionals
  • Millennials
  • Retirement Planning & Distribution Rules

Planning Specialties

Families and Individuals Managing Chronic Disease





Autoimmune Diseases 

Additional Information

About Me. The Real Stuff.

Growing up in a family involved in the investment management business, I had never envisioned myself following in the family footsteps. I have always enjoyed creative thinking and have a knack for recognizing and analyzing patterns. After college I thought the advertising industry would be the place to put both those skills to work. Very quickly, I realized I had taken a mis-step. This is when I found financial planning.

With a twist of fate, I was introduced to the woman who would later become my mentor, friend and boss at the firm I would start my financial career with. With a newly found passion, I went back to school to gain the hard skills needed to be a financial planner. After completing my M.B.A. in 2016, I joined my dream firm full time. Here I cut my teeth putting to work the hard skills I’d learned and gathered the soft skills that I believe allows a great planner to become their clients financial thinking partner.

As we all have experienced, sometimes life throws a curve ball. This curve ball came in the form of a chronic autoimmune disease, Crohn’s Disease. Diagnosed with dyslexia as a teen, I’ve always turned to hard work to overcome challenges and adversity. An abiding dedication served me well until life handed me a challenge that needed something different. With a newfound perspective and the support of my family, I made a choice which feels to me the hardest choice I’ve made so far in life. To leave my position and build a firm that allows me to do what I love and support my body in the way it needs. I will be the first the tell you, I have not overcome the challenges of the disease but I continue to learn how to protect my body and pursue my passion at the same time. We may not be able to have our cake and eat it too but by trying different with a fresh perspective, sometimes we create the opportunity to ask for another piece of cake. 

NAPFA Start Date

July 24, 2019


This Office

453 SW Washington St Hillsboro, OR 97123-3945 Phone: (503) 467-8989