Amanda Bloomfield,
CFP®, MBA Senior Vice President - InvestmentsDirect: 734.827.5224
Amanda is a CERTIFIED FINANCIAL PLANNER® professional who specializes in creating a deeply unique investment strategy tailored toward supporting her clients’ short and long-term financial goals. Amanda passionately believes that successful financial planning is a combination of experience, dedication to each individual, and meticulous accuracy. She values your trust and invests time in getting to know you personally. Drawing on more than a decade of industry experience, Amanda uses her educational background and training to help you understand your finances.
Working collaboratively with clients, Amanda lays out a clear roadmap that will empower you to reach your financial goals confidently. To compliment your roadmap, Amanda will provide you with a formal investment plan that is suitable based on your goals and risk tolerance - no two plans are the same. Taking an educational approach to advising, Amanda is passionate about teaching her clients about what they own and why they own it. Once your personalized plan has been implemented, you can expect to meet with Amanda periodically to review your financial plan and investments. As life and the markets change, Amanda will be by your side to give your plan and portfolio the attention and refreshment that it deserves.
Amanda finds enjoyment in going on family bike rides, reading historical fiction books, puzzling, and walking her dogs.
EDUCATION
- Bachelor of Arts in Psychology, University of Michigan
- Master of Business Administration in Finance, Eastern Michigan University
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
