Office located at 5877 Pine Ave. Suite 110, Chino Hills, CA 91709
Additional offices by appointment only.
Amanda has spent more than 16 years helping individuals and families navigate life’s financial decisions with confidence, clarity, and care. What she enjoys most about her work is not just the planning itself, but the relationships built along the way.
Amanda finds genuine fulfillment in celebrating her clients’ milestones — whether it’s retirement, a new grandchild, a dream vacation, a career change, or simply the peace of mind that comes from having a solid plan in place. She also takes great pride in being a steady, reliable presence during life’s unexpected challenges, helping clients problem-solve and move forward with confidence.
Known for her attention to detail and natural problem-solving ability, Amanda is passionate about helping clients uncover opportunities that can create meaningful change in their lives — from retirement income planning and Social Security strategies to estate planning and long-term financial organization. She especially loves helping people simplify complex situations and discover possibilities they didn’t realize were within reach.
Outside of work, Amanda enjoys cooking homemade meals, spending time outdoors, and taking long walks to recharge and reflect. Family is at the center of everything she does. Her husband, Alex, has been her greatest supporter and lifelong companion, while her two daughters and grandson continue to inspire her daily and bring tremendous joy, perspective, and purpose to her life.
Above all, Amanda believes serving others is a privilege, and she is grateful for the opportunity to walk alongside her clients through every stage of life.