Amanda Valenti joined CI Brightworth as the Director of Financial Planning in 2019. In this role, she leads our team of Associate Wealth Advisors and Wealth Planners, serves as an analyst and thought leader on financial planning as well as serves in the Wealth Planner role on clients. When she is not working on financial plans, Amanda serves on CI Brightworth’s Operations Committee. She started her career at UBS, where she learned the complete financial planning process on a team that led with financial planning. Prior to joining CI Brightworth, Amanda worked at Oxford Financial Group and Lenox Wealth Advisors, where she prepared comprehensive financial plans in a leadership capacity.
Amanda is a CERTIFIED FINANCIAL PLANNER™ practitioner and received a Bachelor of Science in Finance and a Bachelor of Science in Accounting from the University of Illinois – Chicago. She also completed a Financial Planning Certificate program at Northwestern University.