Amber Braatz (CFP®, MBA)

Amber Braatz focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Amber Braatz's credentials and associations in addition to NAPFA include:

  • CFP®, Certified Financial Planner™
  • CFP® Professional Education Program, Northwestern University, Evanston, IL
  • Master of Business Administration, Florida Gulf Coast University, Estero, FL
  • Bachelor of Science, University of Florida, Gainesville, FL
  • Active Member: FPA, Financial Planning Association, National and Local Chapter
  • Active Member: Lee County Estate Planning Council
  • Active Member: American Business Women's Association, Imperial River Chapter
  • Active Member: Zonta Club of Bonita Springs - Estero 
  • Student Mentor, Foundation for Lee County Public Schools

Additional Information

Planning Specialties

At Finley Wealth Advisors, our primary focus is on the needs of the middle-class millionaire. As a fiduciary compensated directly by our clients with fully disclosed professional fees, honesty is the core of our relationship. We refuse commissions or any other misaligned third-party incentives. Our business model has been purposefully designed for those with $1 to $10 million of wealth, as big fish in our right-sized pond. We limit new client relationships to those with greater than $1 million in investment assets. This allows us more time to focus on wealth management issues most relevant to our clients. We utilize tax-efficient portfolio design and income distribution strategies to preserve and protect your wealth. 

 

NAPFA Start Date

May 13, 2020

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This Office

10600 Chevrolet Way Ste 101 Estero, FL 33928-4422 Phone: (239) 267-7500