Founder, Wealth Advisor
Anita Niefeldt, CFP® MBA is a seasoned financial advisor with nearly two decades of experience in the financial services industry. Previously with two large firms, in 2024 Anita founded her own practice, Viridian Wealth Management, to have more flexibility to serve the broad needs of her clients.
Anita leverages her extensive experience to help clients navigate complex financial landscapes, helping them pursue their long-term financial goals. Throughout her career, she has demonstrated an unwavering commitment to helping her clients achieve financial success. Her comprehensive experience, professional qualifications, and academic achievements have given her the opportunity to successfully serve hundreds of clients.
Anita’s own life experience has shaped how she supports clients. She and her family temporarily relocated from Austin, TX, to Berlin, Germany, where they spent two years living abroad with their three children. Navigating an international move, new financial considerations, and the uncertainty of building life in a new country gave her a deeper appreciation for the financial and emotional complexity that major transitions can bring.
Anita’s qualifications are a testament to her commitment to professional excellence. She is a CERTIFIED FINANCIAL PLANNER™ certificant, holding insurance licenses for Life, Health, and Annuities (AR# 17047822, CA# 4211550), and registrations for Series 7 and 66. These credentials underscore her deep knowledge and experience in the financial planning field.
Anita graduated with a Master of Business Administration (MBA) in Business from the WHU-Otto Beisheim School of Management in 2025. Additionally, she earned a Bachelor of Arts (BA) in Anthropology from the University of North Texas, providing her with a unique perspective on human behavior and cultural dynamics, which she skillfully integrates into her financial advisory practice.
Anita, born and raised in Austin, TX, is married with three children. Together the family enjoys traveling globally and spending time with friends and family.
Planning Process
Anita utilizes a 7-step financial planning process to provide comprehensive financial advice to her clients. This process begins with understanding your personal and financial circumstances (Step 1) and identifying your goals (Step 2). She then analyzes and evaluates your financial status (Step 3) before developing personalized financial planning recommendations (Step 4). Anita presents these recommendations to you (Step 5) and, upon your approval, implements the strategies (Step 6). Finally, she monitors your progress and updates the plan as needed (Step 7), in an effort to ensure your financial objectives are met over time. This structured approach is designed to provide thoroughness, clarity, and adaptability in addressing your financial needs.