Amanda R. Plonski, CFP®, CPWA®
Managing Director, Head of Wealth Planning
Amanda Plonski, CFP®, CPWA®, is Managing Director, Head of Wealth Planning for Family Office clients advising CEO Founders, individuals and multi-generational families on holistic wealth management. She and her team develop comprehensive, custom financial plans using True Fiduciary® standards and sophisticated strategies to help meet your unique goals and objectives. By integrating digital tools and financial planning expertise into the client experience, you receive cohesive, data-driven advice for your total financial well-being. Areas of focus include pre-transaction planning, estate and tax planning, cash flow analysis, risk management, wealth transfer and charitable planning. Wealth Strategy and the Financial Planning Experience are designed to empower you with clarity, confidence, and peace of mind.
Amanda is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and a Certified Private Wealth Advisor® (CPWA®) certificant. This knowledge places her at the forefront of advanced strategies for addressing the needs of high-net-worth individuals and families. She is also a member of the Investments and Wealth Institute.
With fifteen years of financial advisory experience, Amanda previously worked at Equity Planning, Inc. and 1st Mariner Bancorp where she helped clients make informed financial decisions to pursue their goals.
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 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. Amanda, her husband, and two children make their home in Northern Virginia.