Amy Born, CFA®, CFP®, CIMAManaging Director Senior Wealth Advisor Wealth Management & Trust Southern California
Amy Born is a Senior Wealth Advisor. She is responsible for delivering customized, holistic financial planning advice to Boston Private Wealth high-net-worth clients.
Amy has over 20 years of financial industry experience. Prior to joining Boston Private Wealth, Amy was a financial planner with Acacia Wealth Advisors – HighTower in Beverly Hills, Stone Carlie Wealth Advisors in St. Louis and Ernst & Young’s Personal Financial Counseling practice in both St. Louis and Los Angeles.
Amy is an active member of Financial Planning Association Los Angeles chapter where she currently serves on the pro bono committee. She frequently volunteers her time providing financial advice to low income families in the Los Angeles area. She also received the 2018 Pro Bono Award by Financial Planning magazine and Foundation for Financial Planning for her work with Habitat for Humanity of Greater Los Angeles.
Amy is a graduate of San Diego State University, where she received a Bachelor of Science degree in Business Administration with an emphasis in Financial Services. She holds the Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Investment Management Analyst (CIMA) designations.