Amanda Fox, MBA, CFP®
Senior Vice PresidentAmanda Fox is a Senior Vice President at Wealthspire. She works with professionals and recent retirees navigating their second and third acts, helping them make clear, confident decisions about how they save, invest, and spend so their capital supports the life they most want to live. She sees opportunity in these next chapters and believes people often underestimate what’s possible with their resources.
Amanda is especially skilled at helping clients navigate technical complexity and turn intention into action. She earned her MBA from Carnegie Mellon University, holds a bachelor’s degree in plant sciences from the University of Arizona, and completed her Certificate in Personal Financial Planning at UC Berkeley. She is also a trained Co-Active coach. This combination shapes how she works: analytical, grounded, and willing to ask deeper questions so clients can make disciplined, deeply personal decisions.
Before entering the world of financial planning, she built a career in start-up incubation, impact investing, and venture philanthropy, experiences that gave her a deep appreciation for the power of capital to ignite positive change. Outside of her advisory work, Amanda spends time in her garden, serves on the San Anselmo Parks and Recreation steering committee for the local community garden, and is a member of The Garden Club of America. Amanda also aspires to have three huskies again.
Previous Experience
- Financial Advisor at Private Ocean Wealth Management
Education & Credentials
- CERTIFIED FINANCIAL PLANNER®
- MBA, Carnegie Mellon University, Finance and Entrepreneurship
- Certificate, Personal Financial Planning, University of California – Berkeley
- BS, University of Arizona – College of Agriculture and Life Sciences, Plants Sciences
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
