Amanda R. Plonski, CFP®, CPWA®
Director, Financial Planning
As the Director of Financial Planning, Amanda Plonski works in concert with PagnatoKarp’s Premier Family Office to identify and analyze the challenges facing their high-net-worth clients, and then develops sophisticated and custom financial plans and strategies to help meet their unique goals and objectives. Areas of focus include pre-liquidity planning, estate and tax planning, cash flow analysis, risk management, portfolio management, and charitable planning. With a decade of financial services experience, Amanda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant and a Certified Private Wealth Advisor® (CPWA®) certificant. Professionals that have earned the premier CPWA credential are at the forefront of advanced strategies for addressing the needs of high-net-worth individuals and families.
Prior to joining PagnatoKarp, Amanda worked as a Financial Planner for Equity Planning, Inc. In addition, Mrs. Plonski received a BA in Business Administration/Marketing concentration from Towson University’s Honors College and earned the Summa Cum Laude distinction, and she earned her MBA with a Finance concentration from Loyola University Maryland.
In the community, Amanda has several philanthropic endeavors, with a particular focus on helping veterans, special needs individuals, and cancer survivors.