Amy Secor

Amy Secor, CFP®, AIF®, currently serves as a Senior Wealth Advisor at Mariner Wealth Advisors since April 2022, where focus revolves around creating comprehensive wealth plans tailored to client goals. Prior to this role, Amy spent over 22 years at TIAA as a Senior Wealth Management Advisor, guiding clients through personalized retirement planning and addressing portfolio concerns such as risk mitigation and legacy planning. Additionally, Amy contributed to WestSide Baby as a Board Member from July 2016 to June 2019. Educational credentials include completion of CFP coursework at the College of Financial Planning and a Bachelor of Science in Finance from San Jose State University.