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Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717

Amy's Story

I've been working in the financial industry for over 25 years (although I took a break to stay home and take care of my young children). I've loved studying the markets since I took my first undergraduate class in economics. I continued my studies a few years later when I earned an MBA in Finance. My MBA was required when I set my goal of becoming a mutual fund portfolio manager, which I was for almost ten years.

My studies continued after my children started school when I began the rigorous process of becoming a Certified Financial Planner™. Six college-level courses, one two-day exam, and 3 years of work experience later I earned the right to call myself a CFP®.

Work Experience:

2013-present 

Prism Financial Planning, LLC, Issaquah, WA

2009-2013 

Financial Planner at Ramsey & Associates, Seattle, WA

1999-2009

Stay-at-Home Mom to three wonderful children, Issaquah, WA

1995-1999 

VP, Sr. Portfolio Manager at American Century Investments, Mountain View, CA

1991-1995

Fixed Income Portfolio Manager at Benham Capital Mgmt, Mountain View, CA

1989-1991   

Portfolio Assistant at Benham Capital Mgmt, Mountain View, CA

1987-1989 

Customer Service Representative at Benham Capital Mgmt, Mountain View, CA

 

Education:

2008

Certified Financial Planning Program-Kaplan University, online

1991

MBA, Business Administration, Finance-Cal State University, Hayward

1985

B.A., Business Administration, Economics-Cal State University, Hayward

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