Amanda Plonski
- Role
- Managing Director, Head of Wealth Planning at Cresset
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Amanda Plonski
Amanda Plonski is Managing Director, Wealth Advisor at Cresset, serving as a primary…
Experience
Managing Director, Head of Wealth Planning
Jun 2020 — Present
Amanda oversees the Wealth Planning experience for Cresset, where she and her team advise on complex financial issues to help clients achieve their long-term goals. Areas of focus include cash flow analysis, pre-transaction planning, estate and tax planning, risk management, wealth transfer and charitable planning. Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered investment advisers.
Skills
- Risk Management
- Retirement Planning
- Portfolio Management
- Asset Allocation
- Wealth Management
- Strategic Financial Planning
- Certified Financial Planner
- Income Planning
- Family Office
- Estate Planning
- High Net Worth Individuals
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.