About Us
Mountain Wealth Planning, a fee-only planning and investment management firm, was launched in 2020 for individuals seeking expert-level financial planning services without the high investment minimums most wealth management firms require.
Working with us, you can expect high-caliber comprehensive services navigating the complexities of determining appropriate investment strategies while being as tax-efficient
as possible.
Investing on your own isn't always easy. At Mountain Wealth Planning, we help you cut through the noise to find the right course of action for you. The name of the company embodies the work/life, and the spend/investment philosophy founder Amy Hamasaki envisions for herself and her clients.
The Path to Financial Freedom
At Mountain Wealth Planning, we work to understand your goals, hurdles, and experiences. Once we have gained clarity on your situation, we will produce a custom-tailored financial plan. In this plan, we will explore all potential courses of action and determine together what is best for you. We will then work together to implement your plan's recommendations.
Providing you with objective, unbiased insight into all the areas of financial decision-making. We specialize in the planning process, and only then do we help clients select the appropriate investment vehicles to match their financial goals.
We focus on developing strategies and recommendations for successful business owners, families, and individuals to help them meet short- and long-term goals.
About Amy Hamasaki, Founder
Amy Hamasaki, CFP®
Certified Financial Planner professional
Fee-Only Financial Planner & Advisor
20+ years experience
Amy grew up in the Santa Cruz mountains of California and graduated from UC Santa Cruz in 1997 with a bachelor's degree in Global Economics and spent a year abroad as a foreign exchange student in Germany.
As a child, she witnessed first-hand how finances can wreak havoc on a family. Both of her parents were self-employed and divorced early on due to money. As a result, she spent a considerable amount of time in the back offices of her grandmother's real estate office, helping her with her books. Although she was a top producer, not a day went by that she didn't stress over her tax situation. Ever since, Amy has been consumed with how to 'crack the code' so others can enjoy their life, their work, and their family.
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With over 20 years working with individuals and businesses to create financial plans that work, she branched out on her own in 2020. She gained experience at a larger national wealth management firm (an SEC registered investment advisor.) She also has extensive experience in taxes as a former Enrolled Agent with the IRS and in controlling a Real Estate holding company for nearly 10 years.
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Amy is a CERTIFIED FINANCIAL PLANNER™ professional and upholds the term fiduciary to its highest standard. She loves to volunteer in her community and currently serves as Vice President on the Board of Directors for Fraser Vally Hockey Association.
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Learn more about Amy's background via her LinkedIn page.
"We enjoy the mountain lifestyle and are passionate about guiding individuals and entrepreneurs to achieve their financial aspirations."
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Amy and her husband, Dave (also a CFP® professional) have two kids and reside at 9,000 feet near Colorado's Winter Park ski resort.
You can often find their family enjoying the slopes, snowshoeing, biking or throwing snowballs for their dog, "Cookie", to chase.
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Both of their children are on the resort snowboarder cross-team, racing around the nation.
Investment advisory services offered through Equita Financial Network, Inc. an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Mountain Wealth Planning, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
©2024 Mountain Wealth Planning, LLC
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