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Amanda Taboas

Amanda Taboas

Office Administrator and Paraplanner


I am originally from Denver, Colorado!  I graduated from the University of Northern Colorado with a Bachelors of Arts.  Shortly after, I moved to Boston, then NYC before moving to San Diego.  Outside of the office, I share my passion in health and wellness with others as a fitness coach.  I strive to encourage people to be the best version of themselves, especially since health and wealth go hand-in-hand. 


For as long as I can remember, my biggest passion has been the betterment of others.  Whether it’s lending a helping hand on a project, providing words of wisdom and encouragement, or simply sitting and listening, I am most fulfilled when I can provide assistance for others.  Aside from helping to maintain the internal operations for the firm, I've had the opportunity to build a rapport with clients.  I believe that our client experience is more than just the calls or emails they receive from us; it's also about the relationships we build with them for the years to come.   


Since moving to California, my perspective on life has changed a bit. In New York City, it’s easy to get caught up in the hustle and bustle – especially the “hustle” part. More often than not, I found myself working and “doing” a lot more than taking care of myself or the people around me.  Beyond that, I started to notice that my clients and friends that looked to me for an example had started adapting those same habits. Now, I make a point to take time for myself and for my family – not just for us, but as an example for those that look to us for guidance. You never know what kind of impact you might have on someone, so living with THAT sense of purpose is extremely important to me.