Why I Became a Financial Advisor
After receiving my master’s degree in accounting, I began my career at a Big Four Accounting Firm. While I enjoyed working with audit teams and accounting clients, I did not feel like I was directly affecting lives in a positive way. Important mentors in my life talked with me about making a career change, and I jumped at the chance to take on a role where I would be empowered to help individuals and small businesses. Working directly with clients to see their financial goals come to fruition has been extremely rewarding. I am excited to continue these relationships through the many milestones they will celebrate on their financial journeys.
It is so important to develop a partnership with clients, supporting and guiding them in how they can truly take control of their financial lives.
Trust is the foundation of confidence and is best achieved through a deep understanding of my clients, listening carefully to their financial goals.
PEACE OF MIND
My greatest goal is that, through our relationship, clients truly have a clear path in achieving their financial security.
MORE ABOUT AMANDA
Amanda D’Aprile, CPA joined Forum Financial Management in 2020 as a Financial Advisor. Prior to joining Forum, Amanda worked for a Big Four Accounting Firm in an audit role focused on the healthcare industry. Amanda is also the Vice President of Stark & D’Aprile Certified Public Accountants, P.C.
Amanda approaches financial advice by building strong relationships with clients to develop comprehensive and balanced financial plans focused on tax-conscious investment advice. She was motivated to become an advisor because she learned the importance of setting financial goals early in life. She enjoys having the opportunity to assist young investors and families with establishing and achieving their short- and long-term financial goals.
Amanda is a Certified Public Accountant. She is a member of the American Institute of Certified Public Accountants and The New York State Society of CPAs.
Amanda earned a master’s degree in accounting from Siena College in Albany, New York and holds a bachelor’s degree in business and management from Rensselaer Polytechnic Institute in Troy, New York.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.