Amy Hamasaki, CFP®, EA Mountain Wealth Planning

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About Amy Hamasaki, CFP®, EA

With over two decades of relevant work, life, and educational experience in the financial services industry, I can provide unparalleled advice pertaining to any aspect of personal finances. As a young girl I spent my free time in the back of my Grandmother’s real estate office doing her books and then hired by my father to keep his mechanic shop’s books. After getting my degree in Global Economics from the University of California at Santa Cruz, I embarked upon a career in the financial services industry and have had the opportunity to work in many areas.

From providing holistic financial planning, specific investment advice, or filing tax returns for small businesses, I can provide value across a broad array of financial matters. With my extensive tax knowledge, I can easily break down complex strategies into simple terms, greatly aiding entrepreneurs with the empowerment to mitigate their tax bill.

In the wake of the pandemic, I decided to start my own business to help serve the backbone of the US economy: small business owners. Traditionally, financial planning firms have steep investment minimums and small business owners typically have most of their assets tied up in their business. By charging for financial planning services based upon the complexity of needed projects, I can provide unbiased, expert advice specifically tailored to the entrepreneurs needs. As a fiduciary, I serve you and do not receive any referral fees, kickbacks, or commissions of any kind. As a testament to my role, I have surrendered my insurance licenses, so I am ineligible to receive any ‘hidden’ commissions.

If you are an entrepreneur and looking for clever tax mitigation strategies while looking at all of your moving financial components, give me a call and let’s see if it makes sense to work with one another!

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Ideal Clients

  • Female Business Owner
  • Gen X
  • Real Estate Professionals
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.75%

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