Amber Braatz (CFP®, MBA)
Amber Braatz focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Amber Braatz's credentials and associations in addition to NAPFA include:
- CFP®, Certified Financial Planner™
- CFP® Professional Education Program, Northwestern University, Evanston, IL
- Master of Business Administration, Florida Gulf Coast University, Estero, FL
- Bachelor of Science, University of Florida, Gainesville, FL
- Active Member: FPA, Financial Planning Association, National and Local Chapter
- Active Member: Lee County Estate Planning Council
- Active Member: American Business Women's Association, Imperial River Chapter
- Active Member: Zonta Club of Bonita Springs - Estero
- Student Mentor, Foundation for Lee County Public Schools
Additional Information
Planning Specialties
At Finley Wealth Advisors, our primary focus is on the needs of the middle-class millionaire. As a fiduciary compensated directly by our clients with fully disclosed professional fees, honesty is the core of our relationship. We refuse commissions or any other misaligned third-party incentives. Our business model has been purposefully designed for those with $2 to $20 million of wealth, as big fish in our right-sized pond. We limit new client relationships to those with greater than $1 million in investment assets. This allows us more time to focus on wealth management issues most relevant to our clients. We utilize tax-efficient portfolio design and income distribution strategies to preserve and protect your wealth.
NAPFA Start Date
May 13, 2020
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