Aurelius Family Office

Anna Witten, CPA®, CFP®, CPWA®

Senior Director Financial & Tax Planning

Financial & Tax Planning

About Anna Witten

Anna Witten is a holistic wealth management advisor who provides white-glove, highly personalized service to clients and families. She takes an integrated approach to wealth, bringing together financial planning, tax-aware strategies, risk management, and investment guidance to help clients make informed decisions aligned with their goals.

Her background spans family-office accounting, investment operations, and financial and regulatory reporting. This experience gives Anna a detailed understanding of the financial complexities that can shape a client’s wealth and supports her thoughtful, coordinated approach to advice.

Legacy & Credentials

Anna holds a Master of Science in Applied Statistics, with a concentration in Quantitative Methods in Finance, from Columbia University and a Bachelor of Arts in Accounting and Finance from the University of Colorado Boulder.

Professional History

Anna began her career at PwC in 2001 as an auditor serving clients in the investment and capital markets industries. After earning her CPA®, she joined the Ziff family office as a portfolio accountant. Subsequently, she held various controllership positions with investment firms and multi-family offices in New York and Denver. In between those roles, Anna spent eight years as a wealth management advisor at Merrill Lynch.

Greatest Professional Satisfaction

What gives Anna Witten the greatest professional satisfaction is seeing how thoughtful financial guidance transforms the lives of the families she serves. She is fulfilled by helping clients improve financial outcomes, build lasting wealth, strengthen their financial futures, and pursue their most important goals with confidence. Most rewarding to Anna is knowing that her work gives families peace of mind and helps them use their resources intentionally—to spend time with loved ones, create meaningful experiences, and build the lives they envision.

Greatest Personal Satisfaction

Outside of her professional life, Anna enjoys traveling, reading, cooking, and dancing tango. She especially treasures quality time with her family and friends.

Community Involvement

The Witten family is deeply involved with Operation Walk Denver, a nonprofit providing free joint-replacement surgeries and related care to people in developing countries who cannot afford treatment. Dr. Witten, Anna’s husband, joins its medical missions, providing preoperative and postoperative patient care. Anna joins these medical missions as a non – medical volunteer.

Guidance Starts Here

Connect with Our Team

Have a question or want to explore how Aurelius Family Office can help you achieve your financial goals? Fill out the form below, and a member of our team will be in touch shortly.