Amara Financial, LLC is a privately held high-touch boutique Registered Investment Advisory firm held to a fiduciary standard, the highest standard of care. We are highly experienced, tenured and accessible financial planning professionals.
CFP®, MBA, ADPA
Founder
Abraham began his professional career in social services assisting individuals with developmental disabilities find meaningful employment in the community. After multiple years of being at the discretion of the government’s budget, he began to look at other career paths. Enjoying assisting others, while also having a hobby of researching what to do with his own finances, led him to the financial planning profession.
After successfully completing his MBA and CERTIFIED FINANCIAL PLANNER™ designation, he still considers himself a student of the industry from client services to business management. He enjoys understanding the history of the field while staying current with the ever changing financial and legal landscape.
Abraham is active in the community serving on multiple boards, including being on the Board of Directors of the Financial Planning Association for the San Francisco Chapter. Prior to reaching his planning goal of running his own Registered Investment Advisory firm, Abraham was a financial planner and chief operating officer at an advisory firm that consistently ranked in the top 1% at their broker-dealer of over 10,000 advisors. Eventually he assisted it to become its own independent advisory firm, as well. Throughout that time period he also led the firm’s investment management committee and spearheaded the planning solutions as well.
Outside of work, Abraham enjoys spending time with his two school-aged daughters whether it is volunteering at their school or enjoying new experiences with them.
Financial Planner and COO
CFP®, CDFA®
Lauren is the firm’s Financial Planner and Chief Operating Officer, where her primary role is to make it easier and simpler for clients to reach their financial goals.
She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designation, as well as a degree in business administration and management. Previously, she has played at key role assisting clients at several Fortune 500 financial firms. It is her joy of helping others and in staying up to date in the vast variety of financial planning topics that makes her so valuable to clients each day.
She is fierce advocate for the LGBTQ community, having spearheaded the first advocacy team at T.Rowe Price when she worked there. She is a golfer, puzzle player, and loves playing with her black lab, Ridge.
MSFP
Client Service Administrator
Brittany joins Amara Financial, stating, “It is refreshing to see that this firm really prioritizes the clients and treats them like family and a community. “ She adds, “My motivation lies in contributing to the firm's success by offering proactive client service and acting as a trusted fiduciary genuinely invested in clients' holistic financial well-being.”
Brittany works meticulously on client’s financial plans. She is committed to academic excellence, graduating with high honors while obtaining her Masters in Financial Planning and a Bachelor of Science in Financial Management. She has also successfully passed the Certified Financial Planning exam. Prior to joining Amara, she worked as a financial analyst with the Department of Defense and served our nation in the Navy.
Outside of work, she extends her financial expertise to positively impact the lives of Sailors, Marines, and their families through volunteer work at the Navy and Marine Corps Relief Society (NMCRS). She enjoys traveling, being outdoors with her two dogs, Charlie and Eloise, and practicing yoga.
We have a network of carefully selected experts to meet specific needs.