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Amanda C. Fox, CFP®

Advisor at Wealthspire Advisors

Amanda Fox is a Vice President and Advisor at Wealthspire Advisors, working in their San Rafael office.12 She holds an MBA and is a Certified Financial Planner (CFP®).1 Amanda believes in helping clients crystallize what matters most in their lives, creating financial plans that focus on priorities, dreams, and ambitious goals.12

With a background in start-up incubation, impact investing, and venture philanthropy, Amanda particularly enjoys working with business owners and individuals interested in using their capital, expertise, or time to create positive change in the world.1 She lives in San Francisco and has a passion for the outdoors, which aligns with her background in plant sciences.12

Amanda's educational background includes:

  • MBA from Carnegie Mellon University, focusing on Finance and Entrepreneurship
  • Certificate in Personal Financial Planning from the University of California – Berkeley
  • BS in Plant Sciences from the University of Arizona – College of Agriculture and Life Sciences1

Prior to her role at Wealthspire, Amanda worked as a Financial Advisor at Private Ocean Wealth Management.1

Highlights

Jan 22 · wealthspire.com
InvestmentNews Features Advisor Zach Gering Leadership Mento
InvestmentNews Features Advisor Zach Gering Leadership Mento
Dec 17 · wealthspire.com
Wealthspire Advisors
Nov 1 · wealthspire.com
[PDF] Wealthspire Advisors LLC Part 2B Brochure Supplement
Sep 16 · wealthspire.com
For Experienced Advisors | Wealthspire
Jun 4 · wealthspire.com
Wealthspire Advisors attends Worth Cities Summit 2023
Wealthspire Advisors attends Worth Cities Summit 2023
Jan 1 · wealthspire.com
San Francisco Wealth Management - Wealthspire Advisors
Mar 12 · wealthspire.com
Site Map - Wealthspire Advisors

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Amanda C. Fox, CFP®
Amanda C. Fox, CFP®, photo 1
Amanda C. Fox, CFP®, photo 2
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Location

San Francisco Bay Area