Amy Goan

Amy Goan MBA, CFP®

Financial Advisor

Amy’s Story

I’ve been working in the financial industry for over 30 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 and 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



Certified Financial Planning Program-Kaplan University, Online


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


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