Amanda Bonomi Financial Advisor, E.A., CFP.®(650) 224-8906
Amanda Bonomi joined the family office of Ann Marie Sheehan in 2007 as a financial advisor. Amanda’s practice focuses on providing families with a holistic approach to financial planning and management. In her process of creating plans and advising clients, she takes all aspects of the client’s life into thoughtful consideration and uses all relevant information in creating a personalized plan. Her goals are to help her clients dream big and create the path to guide them to achieve those big dreams.
Amanda’s passion is working with families and helping them realize their goals. She wants to help other people and their families through her desire and love for her family which consists of her husband, two daughters, and three cats. Some of her current favorite activities are traveling, attending sporting events, and volunteering at her daughters’ school.
Amanda graduated from UC Santa Barbara in 2000 with honors and a Bachelor of Arts in Psychology. From there, she attended Stanford University to get her PhD in Educational Psychology. After realizing academia was not the right path for her, Amanda left Stanford with a Master’s in Education and made a big life change. Her next steps were becoming an Enrolled Agent, going through the Certified Financial Planning program at UC Santa Cruz Extension, and becoming a CFP in 2010. She has her Series 7, Series 63 and insurance license. She has her Master’s in Financial Planning with a concentration in Taxation from Golden Gate University.