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Women and Wealth – Financial Planning for a Changing Professional Landscape

Amanda Skrivanich, one of CPWM’s lead advisors, and Paige Levenstein, a regional director at Dimensional, hosted a seminar to discuss the wide-ranging topics that many female investors face when building wealth and taking ownership of their financial futures.

Seminar recordings are available below and separated by topic discussed.

Financial Planning vs. Investing

Common Matters for Women in Financial Planning

Women vs. Male Investors

Looking at Long Term Performance

Primer on Investments

Partnering with an Advisor or Being Self-Directed

If you have any questions you can reach out to Amanda or your CPWM contact directly, use, or fill out the Contact Us form.

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Amanda Skrivanich is a CFP® and Lead Advisor with Columbia Pacific Wealth Management. She draws on her planning knowledge to collaborate with individuals and their families; creating unique financial plans and investment strategies.  Prior to CPWM, Amanda was an advisor with Fidelity Investments in Downtown Seattle.

Paige Levenstein is a Regional Director in Dimensional’s Global Client Group. Based in the Santa Monica office, Paige helps educate advisors on the firm’s investment philosophy and delivers guidance and support for various messaging and practice management needs.

Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. All opinions expressed during the event are current only as of the date hereof and CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed during the event, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed during the event. The discussion or information contained during the event is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained during the event. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.

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