Prior to joining R.I.C.H. Planning Group, LLC, Amber enjoyed a successful 17-year career on Wall Street where she worked in institutional sales in fixed income derivatives. After leaving Wall Street, she found her passion and true value was in helping people with financial matters. Amber quickly realized that her biggest impact came from working with her clients to help them navigate and plan for the financial complexities that arise throughout all of life’s transitions. This involves working closely with her clients to identify what their financial goals are and then creating a comprehensive financial plan and strategy to achieve them. This process analyzes all the facets of finance-risk management, retirement planning, education planning, wealth management, cash flow analysis and budgeting, tax planning and estate planning.
“I am truly honored to be in a position to educate and offer people financial advice at any time in their lives, whether that is divorce, marriage, parenthood or retirement.” Amber is a CERTIFIED FINANCIAL PLANNER®, a Certified Divorce Financial Analyst™ as well as a divorce mediator. She is also trained in collaborative law.
After growing up in Florida and the Bahamas, Amber earned her B.A. in Economics from Duke University and her M.B.A. in Finance from New York University. She also has FINRA registrations Series 7, 66 and NJ Life and Health Insurance licenses.
Equitable Advisors is the brand name of AXA Advisors, LLC. Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network, LLC. R.I.C.H. Planning Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE- 152717 (04/20) (Exp. 04/22)
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Email: amber@richplanninggroup.com
Tel: 917-538-6437
