Amanda Plonski, Cfp® Cpwa®, Cepa Email & Phone Number

Amanda works with clients to understand their unique personal and financial goals and provides customized advice and solutions to address their needs. She aspires to integrate all aspects of her clients’ financial picture, to provide simplicity, clarity, and transparency. Amanda offers a range of services, including financial planning and investment management, coordination of Cresset’s family office services, lifestyle funding and cash flow analysis, tax and estate planning, pre-transaction planning, wealth transfer planning, philanthropic planning, and risk management.With nearly two decades of financial advisory experience, Amanda previously worked at PagnatoKarp, a multifamily office in Reston, VA, as well as two Maryland-based firms.Amanda is a CERTIFIED FINANCIAL PLANNER™ (CFP® professional), a Certified Private Wealth Advisor® (CPWA®) certificant, and a Certified Exit Planning Advisor (CEPA) certificant. Her knowledge and deep experience in these areas reflect a strong understanding of strategies that address the needs of high-net-worth individuals, multi-generational families, and business owners. Amanda has been recognized as a Top Financial Advisor by Washingtonian Magazine (2024 and 2022), “40 Under 40” honoree by Washington Business Journal (2022), and a Top Financial Professional by Northern Virginia Magazine (2021).¹ She is also a member of the Exit Planning Institute and the Investments and Wealth Institute.Amanda earned an MBA with a concentration in finance from Loyola University Maryland, and a BA in business administration with a concentration in marketing from Towson University’s Honors College.In the community, Amanda supports several philanthropic endeavors, with a focus on serving women and children. Previously, she served on the Financial Planning and Wealth Management Advisory Board for George Mason University. Additionally, through the TrueFiduciary® Institute, she developed a curriculum designed to strengthen financial literacy at the university level and has been a guest instructor at several universities. Her goal is to inspire young people, especially women, to pursue the wealth management profession. Amanda, her husband, two children, and yellow lab reside in Northern Virginia.

Listed skills include Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial Planning, and 7 others.