Serving Clients from the West to the East Coast
Our Team
Amanda DeCesar, CFP® - Co-Founder
Amanda is on a mission to promote healthy relationships with money through financial education, guidance, and actionable advice. She is passionate about helping clients use their money as a tool to achieve their dreams and break through financial roadblocks.
After graduating from Saint Michael’s College in Colchester Vermont with a B.S. in Mathematics, she began her career in Investment and Wealth Management at JPMorgan, serving high-net-worth families. In 2018 Amanda transitioned to an independent financial advisor and earned her CERTIFIED FINANCIAL PLANNER™ designation.
With almost 20 years of knowledge and experience in the financial services industry, Amanda continues to pursue her passion for helping clients gain clarity, confidence, and control of their finances through founding TARA Wealth with Amber.
A native of New England (and forever a New England girl at heart), Amanda currently lives in Durham North Carolina with her husband, Mike, and son, Henry. She is an avid downhill skier, beachgoer, and hiker. She loves the outdoors, traveling to new places, getting lost in a good book, keeping up with her yoga practice, and enjoys being active in her alumni community.
Clients can expect personalized advice based on meaningful and measurable goals. She anchors her work on understanding her clients fully, from what their goals, values, and ambitions are to what worries them and keeps them up at night.
Amber Schiffert - Co-Founder
Amber has a passion for making a lasting impact on the lives of others. Because of this, in 2017 she changed careers and entered the financial services industry. Recognizing the outdated practices of the industry, she sought to redefine financial education and empowerment in a more meaningful and personalized way which led her and Amanda to launch TARA Wealth in 2023.
She is a San Diego native and an SDSU Aztec. While at SDSU, she studied Communications and Political Science and was an active student on campus as a member of Alpha Phi.
She currently resides in sunny San Diego with her fur daughters, Sookie & Penny. When she’s not helping clients plan for their goals, she loves trying new plant-based recipes and restaurants, exploring historic sites and cities, and being active. Animal welfare is close to her heart, she works with her mother to help rescue all breeds of animals throughout San Diego and Orange County, California.
Clients can expect a warm and empathetic approach, driven by a genuine desire to improve their financial health & well-being. Blending her expertise with a deep understanding of individual needs, she aims to empower clients to take charge of their financial futures and embark on a path of long-term success.
Schedule a Meeting
You want to get to know us, just like we want to get to know you. Schedule a meeting to determine if we’re a good fit and can build a lasting relationship.