financial management – The Albert Baker Fund

Net Effect #33: Amanda Weitman, Wealth Advisor for Wells Fargo Private Bank

Gabriel Serafini — Sat, 05 Dec 2020 06:22:43 +0000

Topic: “It’s a fine time to be grateful!”

About Our Speaker:
As a wealth advisor for Wells Fargo Private Bank, Amanda is responsible for working with high-net-worth clients to effectively manage their wealth, first by identifying their unique goals, then coordinating a team of specialists to implement a custom, comprehensive wealth plan. She began her career with Wells Fargo in 1983, during which time she has had a number of job changes, gone through a major acquisition, reorganization, and relocation. The lessons she has learned and her ability to succeed in times of change and economic challenges are inspiring, hopeful, and relevant today.

Amanda earned a Bachelor of Arts in Business Administration and Economics from Principia College, and received her MBA from Golden Gate University. She also holds the designation of Chartered Advisor in Philanthropy (CAP®) from American College. Currently Amanda is in the process of obtaining a Masters in Philanthropy from the Lily Family School of Philanthropy at Indiana University. She is a native of Marin County, where she serves on several local non-profit boards.

Part of our Net Effect Conversations series: https://www.albertbakerfund.org/category/net-effect/

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Net Effect #13: Kim Butler, Not-Your-Typical Financial Advisor, Author, Podcaster, and Alpaca Farmer

Gabriel Serafini — Fri, 10 Jul 2020 07:52:57 +0000

Topic: “Your Mindset and Your Money–Learn from a Myth-Buster!”

About Our Speaker:
Kim Butler, Not-Your-Typical Financial Advisor, Author, Podcaster, and Alpaca Farmer

Not-Your-Typical Financial Advisor Kim Butler dedicates herself to busting common myths about typical investment products and replacing them with alternative investment strategies. She is CEO and founder of Partners for Prosperity, a federally Registered Investment Advisory Firm that serves clients in all 50 states, and the author of 8 books on financial planning, retirement planning, life insurance, and real estate investing.

Financial services expert Steve Savant has called Kim “…the matron of money,” and “a Joan of Arc crusader separating financial fact from fiction.”

Kim’s career started in banking and then moved into financial planning. Over time, she grew frustrated with financial planning practices that rewarded advisors for what she saw as putting and keeping clients’ money at risk. Driven to find a better way, she studied the commonalities between wealth builders, discovering what she calls the 7 Principles of Prosperity.

Part of our Net Effect Conversations series: https://www.albertbakerfund.org/category/net-effect/

Subscribe to our YouTube channel here