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You've been matched with Amanda and Matt!

Check out their profiles below, as well as the video message from Matt.

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Amanda Fox, CFP®

Financial Adviser,
Pro-Bono Volunteer for AdvisersGiveBack.org

Personal Statement:
I believe that a thoughtful advisor helps you crystallize what matters most in life. I'll work with your to create a financial plan that hones in on your priorities, dreams, and moon shot goals. Real wealth is the opportunity to focus on life's possibilities, and then act on it.

I live in San Francisco and can often be found making myself at home in the great outdoors where I can put my background in the science, design, and art of plants to work.

Professional Attributes:
B.S. in Plant Sciences from the University of Arizona, and an MBA in Finance and Entreprenuership from Canegie Melon University, with three years working in financial services.

Next, Amanda will:
Look at the information you shared and propose some personalized tasks you can complete as part of the four-week program. If you prefer to complete different tasks than the ones that Amanda proposes, please email or message back.

 

* Amanda is a fiduciary adviser, which means that she is required by the Fiduciary Oath to always put your best interests first.

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Matt Iverson

Assistant to the Adviser

Personal Statement:
I'm looking forward to supporting you on your four week journey to build on the progress you've already made. It's always helpful to remember that taking action is the key part of this program and that's what I'll be working with you on tracking your progress and following up on your To Dos with deadlines.

I hear all the time how impactful this coaching model is and how easy we make it for people. One of my favorite quotes from someone who completed the program is:

"I appreciated being held accountable for taking action and made more movement in reaching my financial goals [in four weeks] than I have in the last 5 years."

If there's anything about your financial situation or priorities that you want to share with your adviser, just leave a message through the VideoAsk on this page. Thanks and talk soon!

Professional Attributes:
B.A. in Interdisciplinary Studies from UC Berkeley and over 13 years working in financial services and customer support.

Matt's Role:
In order to make sure that each person in successful in the four-week program, Matt closely supports both you and the adviser by keeping track of the progress that you're making, while cheering you on. Additionally, he sends updates to your adviser, as well as manages most of the email and text message communication, so that your adviser can meet with more people through AdvisersGiveBack.org.