Amy Goan MBA, CFP®
Amy’s Story
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 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