Amanda Fox, MBA, CFP®
Senior Vice President
Amanda 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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
