Where experience meets innovation

A

Amy Santiago

Financial Planner

Amy Santiago Financial Planning

Wealth Oakland, California

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Introduction

What started as a one-person operation is now Amy Santiago Financial Planning, serving hundreds of clients across the region.

What They Do

Complete financial planning services with transparent pricing - no hidden fees, no surprises.

Location & Service Area

Serving Oakland and surrounding communities throughout the region.

What Makes Them Different

Amy brings both technical expertise and strong communication skills - explaining things clearly without jargon.

Services Offered

Emergency Service
Initial Consultation
Ongoing Support
Maintenance

Who They Help

Looking to connect with event planners who encounter clients needing these services for their businesses or homes.

Know someone who says...

"What should I expect?"

"What would you recommend?"

Fun Fact

Amy is a military veteran who brings that discipline and attention to detail to every project.

Quick Facts

Certified Professional Woman Owned Locally Owned

Ready to Connect?

Call Bruce now to ask questions or book services with Amy Santiago Financial Planning

Call 833-853-6789