Amanda Gonzalez
AIF®, Financial Professional
About Amanda
Amanda graduated from Stony Brook University with a Bachelor of Science in Business Management and
a minor in Political Science. After graduating she obtained her Series 7 &; Series 63. Amanda is now an intricate member of Heritage Harbor Financial Associates as a Financial Professional. With Amanda's strong versatile knowledge of various products and services along with experience, she will help you to meet your financial goals, estate strategies and insurance needs.
Amanda earned the Accredited Investment Fiduciary® (AIF®) Designation in 2021. Attainment of the AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.”
Team Members
Contact Info
Securities and advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, MA, MD, MI, NC, NH, NJ, NV, NY, PA, SC, TN, TX, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced.
Mailing Address: Osaic, 18700 N. Hayden Rd., Ste. 255, Scottsdale, AZ 85255
Osaic Phone #: 877-310-4977