Financial Zen

Amanda Bearden is a Certified Financial Planner® with two years of industry experience. She is currently with The Financial Zen Group and has worked previously at Pesta & Pesta Wealth Management, Cwm, LLC, and Carson Group. Outside of financial advising, she occasionally works as a photographer. The Financial Zen Group provides financial planning and discretionary portfolio management to individual and high-net-worth clients, focusing on retirement, estate, tax, cash-flow, insurance, and employee-benefits topics. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified allocations of index mutual funds and ETFs to seek tax efficiency and low turnover.

We help young families conquer financial complexity. With a successful career and a family comes financial complexity - that evil villain lurking in the shadows. Left alone, he can dismantle everything you’ve built. Try to defeat him and he’ll leave you confused, frustrated and overwhelmed. You deserve a guide who can show you how to lock him up and throw away the key. For over a decade we’ve helped young families conquer financial complexity through hands-on, full-service financial planning. Our process is simple: 1) Determine if you need help 2) Create a plan together 3) Execute the plan together By defeating financial complexity, you’ll eliminate your financial anxiety. You’ll acquire confidence, gain clarity about your future and understand your finances better than you ever have. Schedule your free introductory consultation today! - http://ow.ly/UjTx30qa3Wf Or check out our website for more details - www.financialzen.com