Client Service Specialist
1420 Rocky Ridge Drive, Suite 140
Roseville, CA 95661
Amanda McCormack is a Client Service Specialist with Capital Planning Advisors.
Prior to joining CPA, she was an executive assistant for a boutique financial firm as well as an account manager in information technology servicing the public and private sector. Her experience has provided her with a diverse set of skills that help her connect easily with clients.
Anyone who knows Amanda has witnessed her genuine passion for helping others, which is what makes her a perfect fit for our client-centric culture.
Amanda attended Chico State University where she was a member of a national sorority and played for the school’s softball team. She earned team MVP and was recognized on the 50-year anniversary as one the best 50 players in the University’s history.
Amanda is an avid animal lover and enjoys travel, theater and spending time with her family and friends.