Amy Michaels, CFP<sup>&reg;</sup> - Financial Advisor

Amy Michaels, CFP®

Financial Planner

925 Lehigh Ave
Vestal, NY 13850
CONNECT WITH Amy
  • facebook link
  • twitter link
  • linkedin link

General

Amy Michaels is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Vestal, NY and the surrounding communities.

Financial Advisor Overview

We believe you should have access to high-quality financial planning regardless of how much money you have. Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success. We want you to have an awesome experience with real people who genuinely want you to be successful. We are a fiduciary and we put your best interests first.

More

Financial Advisor Experience

Amy started at S.E.E.D. in 2014 and is a partner and financial planner with the firm. Her position has evolved over the years and in her current role she manages the Sprout division which focuses on financial planning for young professionals. Amy graduated from Binghamton University with a Bachelor of Science in Financial Economics. She holds her CFP® (CERTIFIED FINANCIAL PLANNER™) designation, which identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Amy also holds her AIF® (Accredited Investment Fiduciary) designation which signifies specialized knowledge of fiduciary responsibility in the development of investment policies and procedures. She is active in the community, volunteering with Special Olympics since 2006 and is one of the head coaches for the Kirkwood Saber’s team.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Insurance, Life Planning, Stocks & Bonds, Starting a Family, Women's Finances

More

Helpful Financial Planning Resources