Blue Zone Wealth Advisors, a multi-family office based in Los Angeles, has expanded its leadership team with the addition of Anderson Lafontant, CFP® as the firm’s newest managing director.
Lafontant is a CERTIFIED FINANCIAL PLANNER™ and an accomplished wealth management professional. Specializing in working with entrepreneurs and their families, she brings over a decade of experience in integrating investment strategies with comprehensive financial planning, including income tax mitigation, multigenerational wealth transfer, and asset protection. As her clients’ quarterback or personal CFO, Anderson is dedicated to providing bespoke family office solutions, regularly coordinating with key advisors such as CPAs and attorneys.
Before joining Blue Zone, Lafontant spent 12 years at Miracle Mile Advisors as a managing director, where she was instrumental in helping to grow the firm. Earlier this year, she earned recognition in Forbes‘ Best-In-State Wealth Advisors and Best-In-State Women Advisors lists. Her previous recognition includes Forbes’ NextGen Advisors and being a finalist for RIA Intel‘s Advisor of the Year award. As an established industry thought leader, she has been featured in top business and financial news outlets, including Bloomberg, Fortune, Money, Business Insider, and U.S. News & World Report.
“Anderson’s commitment to excellence and her deep understanding of the financial landscape will be invaluable in enhancing our firm’s services, driving growth, and fostering strong, lasting relationships with our clients,” said Judith Lu, CEO of Blue Zone Wealth Advisors. “Her forward-thinking approach and dedication to client service will undoubtedly elevate our firm’s success and reputation in the industry.”
In her new role, Lafontant will focus on continuing to provide tailored financial strategies that cover the full spectrum of her clients’ wealth management needs. She will continue her practice of ensuring each client’s unique financial goals are met with the utmost care and precision.
“Throughout my career, I’ve strongly believed that investing with a purpose yields greater results. Blue Zone embodies that mindset through its mission and refreshing wealth management philosophy,” said Lafontant. “I have so much admiration for the practice Judy and Josh have built, and I’m thrilled to join them and this amazing team as we expand our reach in Southern California and across the country.”
About Blue Zone Wealth Advisors
Blue Zone Wealth Advisors, an independent Registered Investment Adviser headquartered in Los Angeles, embodies a unique blend of financial expertise, strategic thinking, and dedication to client satisfaction. The firm provides comprehensive family office services for high-net-worth families and individuals globally, emphasizing financial planning, tax planning, investment management, impact investing, and multi-generational education and planning. Through knowledge, clarity, and purpose, Blue Zone Wealth Advisors endeavors to empower their clients and reverse engineer the longevity of a family’s financial life. Learn more at bluezoneadvisory.com.
