Anna Peterson

Assistant Vice President, Client Advisor

San Diego, CA

Anna is an Assistant Vice President, Client Advisor in Whittier Trust’s San Diego office. She serves as a strategic advisor and delivers family office services to high-net-worth individuals and families. Anna brings a robust background in complex estate planning and multilayered wealth structures, with a focus on generational transfers, charitable giving, and tax-optimized strategies tailored to each client’s unique goals. She collaborates closely with her clients’ broader advisory teams, particularly in the areas of trust and estate planning, tax, philanthropy, real estate, insurance, and investment management.

Anna earned her Bachelor of Arts & Sciences from Boston College and holds both the Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations. Prior to joining Whittier in 2025, she played a key role on the Family Office team at ICONIQ in San Francisco, advising ultra-high-net-worth families with assets ranging from $100 million to over $1 billion.

Outside of the office, Anna enjoys spending time with family in Minnesota, traveling, and staying active outdoors.