Amie Agamata, CFP®, RICP®, ChFC®, CLU®

AVP, Product Management
LPL Financial

Amie Agamata is a CERTIFIED FINANCIAL PLANNER™ certificant with ten years of experience serving clients in or near retirement as former Director of Financial Planning at Northwestern Mutual. Amie's passion for building and working in teams, critical thinking, and strategic planning led her to a management role at LPL Financial, where she is currently Assistant Vice President, Product Management. She serves nationally as this year's FPA NexGen Chair and The American College of Financial Services Alumni Council Recruitment and Recognition Co-Chair.

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Presentation(s):

• Passing the Torch

  Thursday, September 28, 2023
  3:15 PM – 4:15 PM MST