Amanda Campbell, CFP, CDFA, AAMS, AIF, Financial Advisor and Managing Director, Wealthspire

Meet Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®, Financial Advisor and Managing Director, Wealthspire

Amanda Campbell
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

 

Amanda Campbell has such a wonderful story! She’s been in the financial services industry since 2010, and several years ago, a good friend of hers was going through a divorce and needed help with financial planning. So, Amanda set out to make sure her girlfriend had a solid financial plan to enable her to make good decisions both during and after the divorce, and end up with the best possible divorce outcome. The experience was so meaningful that Amanda decided to become a CDFA® (Certified Divorce Financial Analyst) and to dedicate a large part of her practice to those thinking about divorce, going through one, and living life after divorce. What I love about Amanda is her energy and her passion for her career. She’s positive, upbeat and always looks at the bright side–something that isn’t easy to do when you’re dealing with a divorce! I am so excited to have Amanda as a Divorced Girl Smiling trusted professional! Welcome, Amanda!

Sincerely,

Jackie Pilossoph, Founder, Divorced Girl Smiling

Amanda Campbell, Financial Advisor and Managing Director, Wealthspire

 

Amanda’s Bio:

Amanda has been in the financial services industry since 2010 and joined the team in 2020. As a Certified Financial Planner™ and a Certified Divorce Financial Analyst®, Amanda has made it her life’s mission to ensure that every woman, in any walk of life, understands her wealth in a real and meaningful way.

As a CDFA® professional, since 2014, Amanda has specialized in helping clients determine the short-term and long-term financial impacts of any proposed divorce settlement. Her background in financial planning has provided her with the necessary skills to analyze and provide expertise to both clients and attorneys related to the financial issues of divorce. Amanda believes that women have a valuable seat at the wealth management table and is passionate about guiding couples, divorcees, and widows to their own financial empowerment.

In 2021, Amanda was included in InvestmentNews’ 40 Under 40 list,* and she was named an Advisor to Watch by AdvisorHub** in 2022. She is a frequent speaker on financial topics at industry conferences and has been quoted in Barron’s, CNBC, and many other industry publications.

She serves as Co-Chair of the Women In Finance Committee for the Financial Planning Association’s Maryland Chapter and is actively involved in the Howard County Collaborative Professionals group as Vice President. She also serves on the Advisory Council of the McDaniel College Women’s Leadership Network and is a member of the Amicable Divorce Network.

Alongside her sister, Amanda co-authored, “The Health & Wealth Sisters 360° Action Plan: Total Self-Care for the Modern Woman’s Fiscal, Physical, and Emotional Well-Being.” She hopes this book will show women that putting themselves and their health and wealth first is the most selfishly selfless thing they can do for themselves, their friends, and their families!

In her free time, she enjoys spending time with her friends and family, traveling, and being active. Amanda currently resides in Sykesville, Maryland with her husband, three daughters, and their two labs.

“I love seeing women cross the bridge to financial empowerment – and recognizing with confidence that they made a solid decision that will impact their lives. Watching that transition and helping my clients make that leap is deeply rewarding.”

Previous Experience

  • Director of Financial Planning at StratWealth
  • Director of Portfolio Management at StratWealth
  • Senior Advisor/Partner at StratWealth

Education & Credentials

  • BA, McDaniel College, Business Administration, Economics, and Accounting Economics with a Minor in Accounting
  • Leadership Essentials Program, Loyola University Maryland and Leadership Howard County
  • Certified Financial Planner™ (CFP®)
  • Certified Divorce Financial Analyst® (CDFA®)
  • Accredited Asset Management Specialist (AAMS®)
  • Accredited Investment Fiduciary® (AIF®)
  • 2021 InvestmentNews 40 Under 40 honoree

Community

  • Co-Chair, Women in Finance Committee, Financial Planning Association Maryland Chapter (FPA)
  • Vice President, Howard County Collaborative Professionals
  • Advisory Council, McDaniel Women’s Leadership Network
  • Member, Amicable Divorce Network

Connect with Amanda and WealthSpire on Social Media:

Amanda on the Divorced Girl Smiling Podcast

 

 

Articles by Amanda:

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