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Amy Hamasaki (BA, CFP®, EA)

Amy Hamasaki focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Annuities
  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues

Planning Specialties

In depth tax-mitigation strategies Full insurance (life & property) analysis Guidance on drafting estate planning documents Optimize investments on a risk-adjusted basis Detailed Retirement projections Thorough Cash Flow analysis

Additional Information

Full Fee Transparency: - No broker-dealer affiliations - Surrendered insurance & real estate licenses

NAPFA Start Date

January 27, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO BOX 1901 Fraser, CO 80442 Phone: (303) 565-6568
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