Amanda R. Plonski, CFP®, CPWA®
Managing Director, Head of Wealth Planning
Amanda oversees the Wealth Planning experience for Cresset, where she and her team advise on complex financial issues to help clients achieve their long-term goals. Areas of focus include cash flow analysis, pre-transaction planning, estate and tax planning, risk management, wealth transfer and charitable planning.
Amanda is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor® (CPWA®) certificant. This knowledge leaves her with a strong understanding of strategies for addressing the needs of high-net-worth individuals and families. She is also a member of the Investments and Wealth Institute.
With over fifteen years of financial advisory experience, Amanda previously worked at PagnatoKarp, Equity Planning, Inc., and 1st Mariner Bancorp where she helped clients make informed financial decisions to pursue their goals. She holds an MBA with a Finance concentration from Loyola University Maryland, and a BA in Business Administration/Marketing concentration from Towson University’s Honors College.
In the community, Amanda has several philanthropic endeavors, with a focus on helping women and children. Through the TrueFiduciary® Institute, she developed a curriculum designed to strengthen financial literacy at the university level. Her goal is to inspire young women to pursue the financial planning profession. Amanda, her husband, and two children make their home in Northern Virginia.