Hanna Atala (Kaufman), CFP®
Senior Financial Planner, Betterment
Hanna partners with individuals and families to align their money with their goals, whether that means preparing for retirement, navigating equity-based compensation, or balancing multiple priorities at once. Before joining Betterment, she was a financial planner at RS Crum, a Newport Beach–based RIA, where she guided high-net-worth families through comprehensive planning and investment management. Financial planning is about more than numbers to Hanna—it’s about people, values, and creating peace of mind.
