Amy Goan
- CFP®
Prism Financial Planning
Issaquah, WA
Contact Amy
Amy can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Saving and Investing for College
- Life Event Planning
About
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 goal in creating Prism was to build a financial planning business where I would send my family and friends, if they were in need of financial guidance. I would want them to work with someone knowledgeable about investments, as well as all other aspects of financial planning. I would also insist they work with a fiduciary, to ensure their best interests are always protected.
As a CFP® and fiduciary who gets paid on an hourly basis, my clients only pay for the financial advice they need, and nothing more. Because I only offer my expertise, and never sell any products, my clients know they're getting unbiased help with no conflicts of interest.
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
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