Amanda Plonski named “40 Under 40” honoree by the Washington Business Journal

Amanda Plonski, CFP®, CPWA®, Head of Wealth Planning for Cresset, has been recognized as a “40 Under 40” honoree by the Washington Business Journal for 2022¹. She is also a Top Financial Advisor by Washingtonian Magazine (2022)¹, a Top Financial Professional by Northern Virginia Magazine (2021)¹, and a member of the Investments and Wealth Institute.

Amanda has spent over 15 years addressing the needs of ultra and high-net-worth individuals and families. She and her Cresset team advise on complex financial issues to help clients achieve their long-term goals. Her areas of focus include cash flow analysis, pre-transaction planning, estate and tax planning, risk management, wealth transfer, and charitable planning.

The Washington Business Journal’s accomplished group of young leaders were judged on professional accomplishments, community leadership, and awards and milestones. They are being honored as those who will be shaping and leading the Greater Washington landscape in the years to come. The full list was shared in the June 10 issue of the Washington Business Journal.

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About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $40 billion in assets under management (as of 11/01/2023). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.

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From Chief Investment Officer, Jack Ablin.
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