Amanda Ancheta

Client Service Specialist, Seattle

Amanda is committed to providing excellent client service and believes in building strong relationships based on respect and trust. She is an analytical problem solver who listens to her client’s needs to determine the best course of action in any situation.

Previously, she served as a client service representative at Parametric and Moss Adams. Her personal goals are to build further rapport with clients and business partners and learn more about the industry to grow into a financial planning professional.


  • Bachelor of Business Administration (BBA) in Finance, Seattle University

Please see important disclosure information