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Amber Kodad, CFP®, MBA

Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

Director, Advisor Resource Center/Financial Planning
Master’s in Business Administration (MBA)
Bachelor of Science, Financial Services
Series 7 and Series 63 Securities Registrations held through LPL Financial.
Registered Representative with LPL Financial
Investment Advisor Representative

I assist our team in creating and developing our client's Financial Plans, and work with Marci & Victor to create meaningful strategies that aim to secure your future and accomplish your goals. I gradated from San Diego State University with a Bachelor of Science in Financial Services, and obtained a Master's degree in Business Administration through California Miramar University.

I have twin baby girls, Adalyn and Paige, that keep me very busy. With any spare time, I like to hike, run, travel, and spend time outdoors with my dog Bailey.