Amanda R. Plonski, CFP®, CPWA®, CEPA
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™ (CFP® professional), a Certified Private Wealth Advisor® (CPWA®) certificant, and a Certified Exit Planning Advisor (CEPA) certificant. This knowledge leaves her with a strong understanding of strategies and considerations to address the needs of high-net-worth individuals, multi-generational families, and business owners. Amanda has been recognized as a Top Financial Advisor by Washingtonian Magazine (2022), “40 Under 40” honoree by Washington Business Journal (2022), and a Top Financial Professional by Northern Virginia Magazine (2021).¹ She is also a member of the Exit Planning Institute and 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 concentration iin finance from Loyola University Maryland, and a BA in Business Administration/Marketing concentration from Towson University’s Honors College.
In the community, Amanda supports several philanthropic endeavors, with a focus on helping women and children. She serves on the Financial Planning and Wealth Management Advisory Board for George Mason University. Additionally, through the TrueFiduciary® Institute, she developed a curriculum designed to strengthen financial literacy at the university level and has been a guest instructor at several universities. Her goal is to inspire young people, and especially women, to pursue the financial planning profession. Amanda, her husband, and two children make their home in Northern Virginia.