Amy Hamasaki (CRD# 3134169) is an Investment Advisor Representative working at Mountain Wealth Planning in Winter Park, CO and has over 25 years of experience in the finance industry. Amy Hamasaki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 853666
Wells Fargo Advisors
CRD# 1131891
Cetera Investment Advisers LLC
CRD# 30834
Dominion Portfolio Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | Winter Park, CO | Sep 2021 - Current | 2 |
| Mountain Wealth Planning | Winter Park, CO | Oct 2020 - Current | 3 |
| Mariner Wealth Advisors | Highlands Ranch, CO | Feb 2019 - Sep 2020 | 1 |
| Block Advisors | Lone Tree, CO | Dec 2017 - Jan 2019 | 1 |
| Unemployed/stay-at-home Mother | Castle Pines, CO | Apr 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1998 |
- CA
- CO
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts70ACCOUNTS
-
Average Account Value$68,826
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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