Amanda Oakley, CFP®, CEPA®

Personal CFO

Get to know Amanda

What motivates you every day?

My kids—I want to show them how to be contributors to society. Also, I enjoy helping others make the best decisions for their families.

If you could instantly master one skill, what would it be?

For work, estate planning. Personally, playing an instrument or surfing.

What is a career "low point" that actually set you up for success?

I previously worked for a firm that made promises they didn’t follow through on. Being there taught me a lot about what matters in life and what value I can bring to our clients.

What piece of advice would you give your younger self?

Remember that it’s ok to choose yourself.

What's a fun fact about yourself?

I would rather not wear shoes ever.