Neil Amor, CFA
Senior Managing Director Mr. Amor serves on the Investment Policy Committee, the Executive Management Committee, and is also responsible for business development. He manages the Schwab Advisor Network and the Fidelity Wealth Advisor Solutions programs. As a Financial Advisor, Mr. Amor becomes intimately acquainted with the specific goals and financial lives of his clients and then delivers proven financial planning solutions to assist in their goal achievement. Mr. Amor joined the firm in 1997 and brings over 25 years of professional experience in the investment field. He previously worked for the Ayco Company developing comprehensive financial plans for corporate executives of Fortune 500 companies. In addition to investment management for individuals, Mr. Amor's previous experience also includes institutional investment management. He worked in the pension investment area of Pacific Life Insurance Company developing investments for the largest corporate, union and governmental pension plans in the country. Mr. Amor serves on the Business Advisory Board of The Child Abuse Prevention Center and the Board of Directors of the Council on Aging of Orange County. With a Bachelor's of Arts in Economics from the University of California, Irvine, and a Master's Degree in Business Administration from Chapman University, he also earned the Chartered Financial Analyst designation. « Back to Our Team | 
