I'm Amber Woods and I'm a financial advisor. I ran a luxury skin care business for 15 years and realized I loved crunching the numbers as much as making skin glow – so I pivoted careers and became a financial advisor.
I believe financial planning isn't just for rich people. I especially like working with small business owners, probably because I ran one myself and know exactly how much planning for retirement gets ignored.
I live with my wife in Berkeley. I'm a morning person and equally love being in nature and at the spa. I meditate daily and I'm also a certified Feng Shui consultant (I can read a room). If you don't believe in this stuff, we're probably not a good fit.
I found this book in a little library and it really spoke to me.
I'm Benjamin Packard and I'm a financial advisor. At age 9, I started buying stocks. At age 13, I learned how to legally avoid paying taxes on earnings from the stock. Fast forward, and now I’m a financial advisor.
I have an MBA in finance from a mediocre university. I care about improving the lives of animals we eat. I have 2 button down shirts, 2 children, 500+ Legos and 1 wife. I’m a terrible cook. If you claim to like abstract art, we’re probably not a good fit.
This TED talk inspired me to donate 10% of my salary to charity.
This is the best personal finance lecture I’ve ever seen.
I'm Amie Shapiro and I'm a financial advisor mostly due to a profound plant medicine ceremony. I’ve been called ‘the creative type’ which might just be a polite way of saying I’m weird. I've been performing most of my life, but I realized pretty early on that financial security is important to me. Now I get to help other people become financially secure.
I graduated Summa Cum Laude with a degree in Technology Entrepreneurship and Management. I'm a dog mom, vegetarian, and exercise enthusiast.
If you don't like NPR, we're probably not a good fit.
This movie speaks to me on a spiritual level.