Amanda Bearden is a CFP® professional with three years of industry experience, currently advising at Financial Zen in San Francisco, CA. Her prior roles include positions at Pesta & Pesta Wealth Management and Carson Group. Outside of her advisory work, she operates a small photography business. Financial Zen provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, managing approximately $167.6 million across about 107 clients with a two-advisor team. The firm’s investment approach centers on passive portfolio construction aligned with Modern Portfolio Theory, supplemented by additional analytical methods and discretionary rebalancing.

We help young families conquer financial complexity. With a successful career and a family comes financial complexity - that evil villain lurking in the shadows. Left alone, he can dismantle everything you’ve built. Try to defeat him and he’ll leave you confused, frustrated and overwhelmed. You deserve a guide who can show you how to lock him up and throw away the key. For over a decade we’ve helped young families conquer financial complexity through hands-on, full-service financial planning. Our process is simple: 1) Determine if you need help 2) Create a plan together 3) Execute the plan together By defeating financial complexity, you’ll eliminate your financial anxiety. You’ll acquire confidence, gain clarity about your future and understand your finances better than you ever have. Schedule your free introductory consultation today! - http://ow.ly/UjTx30qa3Wf Or check out our website for more details - www.financialzen.com