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

Expertise

I’m a Certified Financial Planner ™ who has earned her MBA in Finance, and was a mutual fund portfolio manager for many years. By working with me you receive the full benefit of my years of experience and training. You also benefit from my utilization of Morningstar Advisor Workstation® for investment research and goalgamiPro® for retirement planning.

Click here for a detailed explanation of my almost 25 years in the finance industry.

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