ADVISERS GIVE BACK - Key Persons
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.
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.
Job Titles:
- Professor of Behavioral Economics at Duke University
Since joining the profession in 2016, Jesse has seen first-hand the incredible impact a financial expert can make when it comes to increasing financial confidence and achieving goals. People recommend her to their friends because of the impact this type of support has had on their life and how easy it has been.
Jesse grew up in Portland, Oregon and now loves living in San Francisco with her boyfriend. Jesse enjoys many outdoor activities including rowing on the beautiful San Francisco Bay, and hosting dinner parties for friends. Jesse recently got an Instant Pot and is excited to improve her cooking skills!
Jesse has a B.A. in Economics with a Minor in Finance from Claremont McKenna College in Claremont, California, and over 4 years working in financial services and customer support.
Robin's family taught her to work hard and pay bills. This advice is a good foundation, but she realized in her mid-30s that working hard and paying bills was building wealth - for her employer. She then began working with a financial advisor as a client. She is eternally grateful to that financial advisor for helping her transform her finances and her career. He inspired her to become an advisor.
Robin loves her work. She helps clients build and protect their finances and takes great pride in helping people create wealth and protection strategies for future generations.
Robin has a M.A. in Health from New York University and a B.S. in Management from Rensselaer Polytechnic Institute. She is a Certified Financial Planner and has four years of experience working in the financial services industry.