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 $2 to $20 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


This Office

2256 First Street Suite 140 Fort Myers, FL 33901 Phone: (239) 267-7500

Other Offices

10600 Chevrolet Way Ste 101 Estero, FL 33928-4422 Phone: (239) 267-7500
780 Fifth Avenue, Suite 200 Naples, FL 34102 Phone: (239) 267-7500