Joanna C. Aiken, AAMS®

Joanna C. Aiken, AAMS®

Principal

What's your why?

"I come to work each day because I love helping my clients figure out how to achieve their financial goals so that they can focus on what is really important to them!"

Bio

Joanna brings a unique perspective to her clients at Enso Wealth Management. She has experience in a variety of roles within the financial sector including work with individual investors and trading on an institutional trading desk. Joanna started her financial services career in San Francisco after graduating from California Polytechnic State University, San Luis Obispo in 1994.  She is thrilled to combine her twenty plus years of market experience with her desire to help clients translate their wealth into fulfillment.

Joanna prides herself on taking the time to understand each clients unique story; what are their fears, dreams, goals, lifelong achievements?  These are all important questions in discovering the best way to not only meet goals, but to find joy and meaning in the process.  Diligence, open communication and attention to detail ensure that each unique plan stays on track as the ups and downs of life happen.

Joanna loves spending time with her husband, two sons, extended family and friends.  She also enjoys reading, hiking, yoga and cooking.  Joanna is an active volunteer in the local schools, a member of the Financial Planning Association of the East Bay and Mt. Diablo Business Women’s Organization.  Joanna is also involved as a volunteer with the Cystic Fibrosis Foundation having been a board member in 2011 and 2012, the inaugural chair of the Annual Giving Campaign as well as participant and fund raiser in the Xtreme hike.

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