Amy Nuttall Zwaan, Wealth Advisor with WealthPlan Partners, a Registered Investment Advisor
Our Board of Directors has selected WealthPlan Partners as the Investment Team to manage the assets of the Foundation. The team at WealthPlan Partners manages over $2.6 Billion in assets, and over $400 Million in charitable foundation assets. Amy Nuttall Zwaan is the local Financial Advisor affiliated with WealthPlan Partners. Amy has worked as a Wealth Advisor since 2004 serving a wide range of individuals, families, business owners, and foundations. Prior to working as an Advisor, Amy worked in corporate finance and spent several years abroad in The Netherlands working in the finance division of Adidas Europe, with particular emphasis on the ‘Euro-currency-conversion-project’ for the various Adidas Europe subsidiaries. Amy is a graduate of California State University, Fresno where she earned her Bachelor of Arts (BA) degree. She also holds a Master of Business Administration (MBA) with a finance emphasis from San Diego State University.