Amanda Connaughton, CFP®
Amanda discovered her passion for financial planning when she realized it was the perfect intersection between her desire to help people and interest in finance. Her goal is to ease the anxiety that often comes with handling personal finances. She wants to help clients establish clear goals for their life and put them on a path toward achieving those goals.
favorite quote
"What you do makes a difference, and you have to decide what kind of difference you want to make." - Jane Goodall
outside of work
Amanda is a La Grange native but now lives in Louisville. Outside of work she enjoys spending time with her husband and family. She is a member of YPAL (Young Professional Association of Louisville) and a volunteer advisor for Savvy Ladies, a non-profit financial helpline that strives to reduce economic and racial disparities in financial education for women.
qualifications
Certified Financial Planner™ designation
Series 7 License - General Securities Representative Exam (KY, IN, OH, MA, AR & FL)
Series 66 License - Uniform Combined State Law Exam (KY, IN, OH, MA, AR & FL)
License to sell health and life products (KY)
Degree in Business Administration Management, minor in Finance, and certificate in Personal Financial Planning. Summa Cum Laude graduate of the Honors College. (Western Kentucky University)
recognitions
20 Under 40 — The Oldham Era (2022)
The 20 Under 40 Award recognizes young leaders that are making a difference in Oldham County's community and workplaces.
Nominee for Oldham County Young Professional of the Year - The Oldham Chamber (2023)
This is an award given to a young professional who has made significant contributions to the growth, improvement, and preservation of Oldham County.
GenNext Award - Concourse Financial Group Securities (2024)
This is an award that recognizes a financial professional who is in the beginning stages of their career, shows a passion for financial planning and advice, is engaged with the development and learning opportunities offered by Concourse, and has displayed growth in revenue and knowledge.
