Amy Hamasaki
    FiduciaryCFPEA

    Amy Hamasaki

    Financial Advisor

    Mountain Wealth Planning
    Fraser, ColoradoNo minimum minimum

    About Amy

    In depth tax-mitigation strategies. Full insurance (life & property) analysis. Guidance on drafting estate planning documents. Optimize investments on a risk-adjusted basis. Detailed retirement projections. Thorough cash flow analysis. Full fee transparency: no broker-dealer affiliations; surrendered insurance & real estate licenses.

    Areas of focus

    Credentials & background

    Designations

    CFPEA

    Clients served

    Baby BoomersBusiness Owners

    The firm

    Mountain Wealth PlanningPO BOX 1901, Fraser, CO 80442