Amanda believes a thoughtful advisor helps you crystallize what matters most in life. She's an outside partner who creates financial plans that hone in on your priorities, dreams, and moon shot goals. Real wealth is the opportunity to focus on life's possibilities, and then act on it.
Given Amanda's background in start-up incubation, impact investing, and venture philanthropy, it's no surprise that she loves working with business owners and anyone enthusiastic about the opportunity to use their capital, expertise or time to ignite positive change in the world.
Amanda lives in San Francisco and can often be found making herself at home in the great outdoors where she can put her background in the science, design, and art of plants to work.
MBA, Finance and Entrepreneurship, Carnegie Mellon University
Certificate, Personal Financial Planning, University of California, Berkeley
BS, Plants Sciences, University of Arizona, College of Agriculture and Life Sciences
What colleagues say about Amanda:
“Whether it’s helping clients achieve their goals or finding ways to give back to her community and raise up the people around her, Amanda has a passion for helping people that shines through in everything she does. Her interests in philanthropy and sustainability make her a great fit in the Bay Area community.”