Amber Kodad, CFP®, MBA

Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

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

I assist our team in creating and developing our client's Financial Plans, and work with Gloria and Nila to create meaningful strategies that aim to secure your future and accomplish your goals. I 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.

I have twin toddler girls, Adalyn and Paige, that keep me very busy. With any spare time, I like to hike, run, travel, and spend time outdoors with my dog Bailey.