Amy Barnes, CFP®, CIMA®

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About Amy Barnes, CFP®, CIMA®

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same.

I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents.

Firebrand Wealth offers both hourly-fee and asset-based-fee advice and guidance, including:

• Savings Strategies
• Socially-Responsible Investment Management
• Retirement Planning
• Tax and Estate Planning

Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world’s largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first.

In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters, and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Socially Responsible Investing (SRI)
  • Women in Transition

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Hourly Fee: $300+/hr
  • Assets Under Management: 1.25%

SEC Records

States Registered

  • Washington