Amy has worked as a Wealth Advisor since 2004, serving a wide range of individuals, families and business owners with a wide variety of financial goals and investment needs. Amy spent the first 15 years of her career at UBS Financial Services, Merrill Lynch, LPL Financial, and Raymond James, before joining WealthPLAN Partners in 2019. Amy's primary areas of practice include retirement planning for individuals and business entities, and broad financial planning strategies, including portfolio development and insurance. She also has significant experience in working with recipients of settlements following a personal injury, utilizing structured settlements, trust capabilities, and financial planning strategies.
Prior to working as an Advisor, Amy worked in corporate finance and spent several years abroad in The Netherlands working in the finance division of Adidas Europe, with particular emphasis on the 'Euro-currency-conversion project' for the various Adidas Europe subsidiaries.
Amy is a graduate of California State University, Fresno where she earned her Bachelor of Arts (BA) degree. She also holds a Master of Business Administration (MBA) with a finance emphasis from San Diego State University.
Amy is passionate about serving her clients, whom she realizes have placed the utmost trust in her to manage their investment portfolios and guide them in pursuing their financial goals/dreams. She doesn’t take this trust for granted and strives for excellence and exceeding client expectations in all facets of their experience in working with her.
Amy Nuttall Zwaan, MBA, CRPC®
CA Insurance License # 0E68603