Amy Barbieri


Financial Advisor

AMY.BARBIERI@RAYMONDJAMES.COM

 

Amy is a Lecanto High School alum and holds a bachelor’s degree in finance from the University of Central Florida. While attending UCF, Amy worked in accounting for an Orlando firm, interned at the local branch of Raymond James, and was accepted to UCF’s Center for Financial Planning. Amy also holds an MBA degree and certificate in financial services from the University of Florida.

Between degrees, Amy worked as an analyst in the Financial Planning division of Raymond James’ international headquarters. There she provided technical consultation to company advisors in all planning areas, including: financial, tax, estate and retirement. Amy also passed the CFP® Certification exam and worked closely with the 529 manager to be a primary resource on education savings programs.

Amy and her husband Stephen, who is an attorney for a local law firm, live in Citrus Springs with their son Logan and daughter Sophie. Amy is the Vice President of the Citrus County Education Foundation, and past Advisory Council Member of the Citrus Memorial Health Foundation, Relay for Life team captain to benefit the American Cancer Society, and Citrus Springs Elementary Student Advisory Enhancement Council member.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.