Annelise Kettmann
Annelise began her career in wealth management by joining the Kettmann Group, a family-led practice with over 35 years of experience. Working alongside her father, senior financial advisor John Kettmann, Annelise is part of a team dedicated to providing financial strategies to help clients navigate their unique circumstances to achieve their goals. Together, The Kettmann Group brings deep experience and a fresh perspective to each tailored client strategy. Whether it's small businesses, families, or successful individuals, Annelise supports clients by emphasizing trust, experience, and results.
Annelise graduated from California Polytechnic State University as a third generation Mustang and is a sixth generation San Jose Bay Area native. She is passionate about delivering a high level of care and knowledge that she feels reflects the Kettmann Group's long-standing reputation for excellence. When not assisting clients, Annelise enjoys the California life, surfing, playing golf and tennis, road biking, swimming and cheering for her favorite Bay Area sports teams including the Warriors, Sharks, and Giants. She is heavily involved in giving back to her community and is proud to call the Bay Area home.
The Kettmann Group specializes in serving small businesses, families, and professionals with guidance in financial, investment, retirement, and legacy planning. Our mission is to work with our clients to make informed financial decisions and capitalize on opportunities that align with their values and aspirations. We take pride in fostering meaningful client relationships by listening closely to their needs and helping them address dynamic financial concerns such as:
How much do I need to retire?
How do I protect myself/family from major life events?
How do I plan for a smooth passing of my estate to the next generation?
How can I take gains and losses to minimize my taxes and optimize market conditions?
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
