Amber Kodad CFP®, MBA

Director, Advisor Resource Center
  • Director, Advisor Resource Center/Financial Planning
  • Master’s in Business Administration (MBA)
  • Bachelor of Science, Financial Services
  • Series 7 and Series 63 Securities Registrations held through LPL Financial.
  • Registered Representative with LPL Financial
  • Investment Advisor Representative

Amber assists our team in creating and developing our client's Financial Plans and works with Gloria and Nila to create meaningful strategies that aim to secure your future and accomplish your goals. Amber graduated from San Diego State University with a Bachelor of Science in Financial Services, and obtained a master’s degree in business administration through California Miramar University.

Amber has twin girls, Adalyn and Paige, that keeps her very busy. With any spare time, she likes to hike, run, travel, and spend time outdoors with her dog Bailey.