Amanda Harvey

Co-Founder & Advisor at Uplevel Wealth

Role
Co-founder & Advisor at Uplevel Wealth Llc
Location
Portland, OR, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Co-founder & Advisor

    Uplevel Wealth Llc

    Apr 2021 — Present · Portland, OR, US

    Uplevel Wealth is an independent wealth management firm based in Portland, Oregon. We help professionals manage their money, build their wealth, and plan for their future.

Education

  • California Polytechnic State University-San Luis Obispo

    Bachelor of Science, Business Administration

    1996 — 2000

  • University of Portland

    Executive Certificate of Financial Planning

    2010 — 2011

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Amanda Harvey — Co-founder & Advisor at Uplevel Wealth Llc in Portland, OR, US | Unifers