Amanda Reams
Registered Investment Advisor Representative at The Financial Planning Dept, Inc. | San Diego, California, United States
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Amanda Reams is a highly experienced and dedicated Registered Investment Advisor Representative at The Financial Planning Dept, Inc., where she plays a pivotal role in delivering comprehensive financial planning solutions tailored to her clients’ unique needs. With a robust background that combines her expertise in investment management, tax planning, and insurance, Amanda ensures her clients receive holistic advice that aligns with their long-term financial goals. Her proficiency in financial reporting, GAAP, and financial analysis allows her to develop detailed, data-driven strategies that optimize investment portfolios and enhance financial stability.
At The Financial Planning Dept, Inc., Amanda leads key projects focused on integrating tax-efficient investment strategies and comprehensive estate planning, leveraging her CPA credentials and deep understanding of tax regulations. Her expertise in tax return preparation and internal controls ensures that clients benefit from compliant and efficient financial solutions. Additionally, her knowledge of life insurance products and disability coverage helps clients safeguard their financial futures against unforeseen circumstances.
Amanda’s skill set extends to auditing and adherence to the Sarbanes-Oxley Act, which underscores her commitment to maintaining high standards of financial integrity and transparency. Her ability to navigate complex regulatory environments, combined with her certifications including Series 7, Series 66, Series 63, and Life Agent Combo, positions her as a trusted advisor in the financial industry. Whether managing investment portfolios or providing strategic tax planning, Amanda Reams’s comprehensive approach and industry expertise make her a valuable asset to her clients and the broader financial planning community.
Registered Investment Advisor Representative at The Financial Planning Dept, Inc. in February 2013 to Present
Investment Advisor Representative at LPL Financial in July 2018 to Present
Registered Representative at Girard Securities in May 2013 to July 2018
Sr. Internal Auditor at Intuit in September 2008 to November 2013
Corporate Accountant at Intuit in May 2007 to September 2008
Assurance Services Senior at CBIZ MHM, LLC in September 2004 to April 2007
Tax Intern at Cutler & Shannon, LLP in February 2003 to August 2004
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University of San Diego, Masters, October 2026
University of San Diego, Bachelor of Accountancy, October 1999 to October 2026
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Financial Reporting
GAAP
Financial Planning
Auditing
Sarbanes-Oxley Act
Accounting
Financial Analysis
Financial Statements
Internal Controls
Tax
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What is Amanda Reams email address?
Email Amanda Reams at [email protected], [email protected], [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Amanda Reams's email found in 2026.
What is Amanda Reams phone number?
Amanda Reams phone number is 7172647177, 9798640238, 2565100120, 4352253119 and 9033486620.
How to contact Amanda Reams?
To contact Amanda Reams send an email to [email protected], [email protected], [email protected], [email protected], [email protected] or [email protected]. If you want to call Amanda Reams try calling on 7172647177, 9798640238, 2565100120, 4352253119 and 9033486620. (updated on May 15, 2025)
What company does Amanda Reams work for?
Amanda Reams works for The Financial Planning Dept, Inc.
What is Amanda Reams's role at The Financial Planning Dept, Inc.?
Amanda Reams is Registered Investment Advisor Representative
What industry does Amanda Reams work in?
Amanda Reams works in the Financial Services industry.
Amanda Reams Email Addresses
Amanda Reams Phone Numbers
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