Amanda Paliska CFP®

Wealth Management Assistant

Originally from Cleveland, Ohio, Amanda Paliska is a CFP™ professional and Enrolled Agent, holding her Series 7 and 66 licenses through LPL Financial, along with life and health insurance licenses. She earned her bachelor’s degree in Accounting from Eastern Michigan University, where she was also a competitive swimmer for the university’s Division I team.


With over eight years of experience in the financial planning field, Amanda specializes as a Wealth Management Assistant, helping clients navigate complex financial topics with clarity and confidence. She is passionate about breaking down financial concepts and fitting the pieces together—like a puzzle—and assisting advisors with personalized plans that reflect each client’s unique goals and circumstances. Her mission is to ensure individuals feel empowered, informed, and ready as they approach retirement.


Outside the office, Amanda enjoys spending time with her partner, Connor, and their three dogs. She's an avid reader of mystery novels—particularly by Agatha Christie and James Patterson—and stays active through spin classes and gardening. As a proud Clevelander, she never misses a chance to cheer on her hometown sports teams.