About

Amanda is based in Menomonee Falls, she is a dedicated financial planner with over a decade of experience in the industry, having earned her CFP, ChFC, CLU and CEPA designations. Her passion for helping families navigate their financial futures drives her work. She lives with her husband and their three children—two daughters and a son—who keep their lives vibrant and full of joy. Alongside them are their two Maltipoo dogs, who are beloved members of their family. Outside of her professional life, she enjoys spending quality time with her family, exploring the outdoors, and fostering a strong community connection. Amanda’s goal is to empower others to achieve their financial aspirations while maintaining a healthy work-life balance.

Education

  • B.A.Sc, - Retail Management, University of Wisconsin-Madison 

Resources from Amanda Sachs

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Current Clients

Contact me via email or me at the top of the page.

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Begin crafting a comprehensive financial plan

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