Wealth Management

Amanda L. Falkum, CFP®


Senior Wealth Advisor

Director - Wealth Planning

Industry Start



University of Wisconsin - Madison, BS

Amanda provides comprehensive financial planning and investment consulting services to high net worth individuals and corporate executives. Prior to joining Kovitz in 2008, Amanda began her career in the private client groups of Deloitte & Touche, LLP and Ernst & Young, LLP. Amanda is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER™ professional. She graduated from the University of Wisconsin - Madison with a Bachelor of Science degree in Personal Finance.