Who We Are |
Meet The TeamContinuity PartnersAmanda BonomiAmanda M. Bonomi has been in the financial services industry since 2007. Her practice focuses on clients who would like a holistic approach to financial planning and financial management. When creating plans and advising clients, she takes all aspects of the client’s life into thoughtful consideration and uses all relevant information in creating their plan. She takes her clients’ dreams and creates their financial path to make their dreams reality. Amanda’s passion for financial planning comes from wanting to dream big and achieve for her own family, which consists of her husband, two daughters, and three cats. Using her background in psychology and finance, she assists other people in achieving financial freedom, just as she has for her own family. Some current favorite activities (when not sheltering in place) are traveling, attending sporting events, and volunteering at her daughters’ school. Amanda graduated from UC Santa Barbara in 2000 with honors and a Bachelor of Science in Psychology. From there, she attended Stanford University to get her PhD in Educational Psychology. After realizing academia was not the right path for her, Amanda left Stanford with a Master’s in Education and made a big life change to the financial industry. Her next steps were becoming an Enrolled Agent, going through the Certified Financial Planning™ program at UC Santa Cruz Extension, and becoming a CFP® in 2010. She is an Accredited Investment Fiduciary® and a Behavioral Financial Advisor™. She has her Series 7, Series 63, and insurance license and has received her Master’s in Financial Planning with an emphasis in Taxation from Golden Gate University. https://brokercheck.finra.org/individual/summary/5375275
Amanda Bonomi, CFP® is a Registered Representative of and offers securities through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through Osaic Wealth Advisors, Inc., Amanda Bonomi (CA Insurance Lic. #0H29056). Osaic Wealth, Inc., and its representatives do not provide tax advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that me be referenced herein. Persons mentioned on this website many only offer services and transact business and/or respond to inquiries in states of jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Nick SkraboNick Skrabo is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in investment management and retirement planning. His goal is to help clients deal with their various financial matters while always communicating in a manner that is easily understood. Nick is a natural teacher, and from a young age gravitated toward all things finance. He grew up in Davis and attended San Diego State University where he obtained a bachelor’s degree in business administration with a concentration in accountancy in 1999. He completed the CERTIFIED FINANCIAL PLANNER™ certification at UC Davis in 2008 and holds the Series 7, Series 63, Series 65, and insurance licenses. Nick started his career as an auditor for the State of California but later realized that interacting with people to help make a difference in their lives would be a more rewarding career. He started his financial planning practice in Sacramento in 2008, which then expanded to the Bay Area, where the majority of his clients now reside. Nick has been Fritz and Sue’s business continuity partner since the end of 2014 and has now moved permanently to the Peninsula. He feels lucky to work with the clients he has, and wants to continue developing new life long relationships. He believes in personal customization and working with each client’s unique circumstances to help them pursue their goals. On a personal note, Nick is an avid golfer and tennis player. He belongs to a men’s tennis league and is registered with the USTA. Athletics run deep in Nick’s family, especially in football. His father was a high school football coach, his uncle played at Stanford University, his cousin played at the University of Oregon, and Nick played high school football as well. One of the goals on his “bucket list” is to travel to all the major football stadiums and baseball parks in the United States. http://brokercheck.finra.org/Individual/Summary/4484915
Nicholas Skrabo, CFP® is a Registered Representative of and offers securities through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through Osaic Wealth Advisors, Inc., Nicholas Skrabo, (CA Insurance Lic #0G14604) Investment Advisor Representative. Skrabo Financial Services and the Osaic Wealth companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that me be referenced herein. Persons mentioned on this website many only offer services and transact business and/or respond to inquiries in states of jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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