Amanda McNellis Leptich
My Mission Statement
My Story and Services
NMLS#: 1272853
CA Insurance License #: 0C90139
Our Clients
Each of our clients has their own unique financial puzzle that they are trying to piece together. By becoming a core part of our clients' lives, we are able to develop a strategy that is unique to them. Our Road Map Planning Approach involves sitting down with each client for strategic and tactical meetings so we can continuously update their financial plan. Constant communication is the key piece that helps our clients achieve their financial goals.
Our team welcomes the opportunity each and every day to help people looking for advice. Please feel free to contact us via website, phone, or email to get the conversation started.
You've worked so hard to build your business. Whether you are just starting out or looking at succession planning we can help with things like financing strategies, tax planning, implementing a retirement plan and others.
A very high percentage of women will be solely responsible for their finances at some point in their lives. We are committed to the education and financial independence of women and utilize our holistic planning approach to help make sure that our clients feel heard and understood.
As life changes, so does your financial plan. Our team is here to keep you on track so you can focus on your goals. We provide comprehensive wealth management services including estate planning, charitable giving, and risk management.
Transitioning to retirement can be nerve-wracking. Our team is here to help you navigate the moving parts, deciding what kind of retirement you may want, building an income stream, and determining tax implications of drawing down retirement savings.
With You Through Every Season
As life evolves, your financial priorities often evolve with it. Whether you're building your career, growing a family, preparing for retirement, or navigating a major transition, we're here to help you make confident decisions at every step. Our goal is to meet you where you are today—and partner with you through every season of life, with guidance tailored to what matters most to you.
Welcoming a child into the family is a joyous occasion for everyone—for parents, grandparents, aunts, uncles, siblings, cousins and other extended family members. We will help you plan and prepare for the financial components that a new child might introduce to your lives.
Education is a major investment that often requires years of careful, advanced planning. As educational costs continue to rise - from primary education through undergraduate, graduate and professional schools - we will work together to implement the appropriate funding strategies for your needs.
Navigating your career is a meaningful journey—whether you're stepping into a new role, pursuing a promotion, considering a career change, or planning for long-term professional growth. We will work with you to clarify your goals and help you prepare for the financial and add planning considerations that career decisions can introduce, so you can move forward with greater confidence and focus.
Marriage is an exciting milestone, and thoughtful wealth planning can help couples align goals, manage cash flow and savings, and prepare for major life events. If circumstances change and divorce becomes a reality, we can help you navigate key priorities so decisions are made carefully and your needs are addressed with care and respect.
Some people look forward to retirement as their time to relax and enjoy the fruits of their decades-long career. Others worry about their ability to support their lifestyle given certain life challenges. Saving for retirement is a lifelong process that relies on defined financial planning strategies.
We know how difficult losing a loved one can be. We are here to help you navigate the decisions to be made following the death of your spouse or other family member.
Comfort in the plan. Confidence in the relationship.
When I'm not working with clients, you'll often find me in the kitchen—trying new recipes, sharpening techniques, and bringing people together over a great meal. I love hosting because it's about creating an environment where everyone feels comfortable and cared for. I bring that same mindset to my work as an advisor: making sure clients feel heard, supported, and confident in their decisions.
My Recipe for Financial Confidence:
- Start with the basics: understand your priorities, concerns, and values
- Choose the right ingredients: so you're prepared for opportunities and challenges
- Build the plan: align strategy to what matters most.
- Taste and adjust: review regularly and refine as life evolves.
My goal is simple: help you feel supported, informed, and confident—at every stage. I'll keep things clear, coordinated, and well-paced so you're never left wondering what course comes next.
Location
Portfolio Insights
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
