Amanda Molin, MBA, CFP®, CLU®

Amanda serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Amanda offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she worked as a financial advisor at a national CPA-affiliated investment advisory firm.

Amanda received her Bachelor of Science degree in corporate finance & investments from Northern Michigan University and her Master of Business Administration degree in finance from the University of Colorado – Denver. Amanda is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Chartered Life Underwriter®, as designated by the American College of Financial Services.

Amanda lives in the Wausau area with her husband, Aaron, and daughter, Cassie. Outside of work, she enjoys traveling with her family, reading, cooking, golfing and volunteering with local nonprofits.