Amanda Plonski is Managing Director, Wealth Advisor at Cresset, serving as the primary point of contact for her client relationships with founders, wealth creators, ultra-high-net-worth families, and single-family offices. She supports her clients in all phases of the wealth journey, beginning with holistic financial planning that provides clarity and direction. She focuses on wealth management, tax and estate planning, pre- and post-transaction planning, risk management, philanthropic planning, and coordination of Cresset’s family office services.
Amanda previously led Cresset’s Wealth Planning practice, supporting many of the firm’s ultra-high-net-worth clients. She also led the Wealth Planning practice at PagnatoKarp, a multifamily office in Reston, VA, which merged into Cresset. Amanda began her career after co-winning “The Associate”, a business case competition where college seniors competed for the opportunity to win a job offer. She won a management trainee position at a bank and discovered her passion for helping clients make informed financial decisions. This experience launched her nearly two-decade career in wealth management.
Amanda holds the designations of CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®, and Certified Exit Planning Advisor. Her knowledge and deep experience in these areas reflect a strong understanding of the strategies relevant to entrepreneurs and high-net-worth individuals. Amanda has been recognized as a Top Financial Advisor by Washingtonian Magazine (2025, 2024, 2022)1, “40 Under 40” honoree by Washington Business Journal (2022)2, and a Top Financial Professional by Northern Virginia Magazine (2021)3. She is a member of the Investments and Wealth Institute and the Exit Planning Institute.
Amanda earned an MBA with a concentration in finance from Loyola University Maryland and a bachelor’s degree in business administration with a concentration in marketing from Towson University’s Honors College, where she was the President of a business honors fraternity and an advisory board member to the Dean of the Business College.
In the community, Amanda is passionate about championing women, children, and education. She has served on the Financial Planning and Wealth Management Advisory Board for George Mason University, been a guest lecturer at several universities, and through the TrueFiduciary® Institute, she helped develop a curriculum to strengthen financial literacy at the university level. She enjoys serving as a mentor to rising wealth management professionals and especially women. Amanda resides in Northern Virginia with her husband, two children, and yellow lab. Outside of her profession, she loves traveling, working out, and cheering on her kids in their respective passions.
1 Top Financial Advisor by Washingtonian Magazine. Surveys submitted by industry peers as to excellence in fields of broker, financial planner and investment adviser. Award winners determined by surveys of local fee-only advisors. Cresset paid no application fee to participate. 2 “40 Under 40” by Washington Business Journal honors 40 rising stars in the local business world who have distinguished themselves in their companies, their communities and their industries. These young professionals are executives, innovators and entrepreneurs who represent the region’s next generation of business leaders. Cresset paid no application fee to participate. 3 Top Financial Professional by Northern Virginia Magazine. Surveys submitted by industry peers as to excellence in fields of broker, financial planner and investment adviser. Award winners determined by surveys of local fee-only advisors. Cresset paid no application fee to participate.