Exit Planning Institute - Find a CEPA | Amanda Arcilesi Simmons

Throughout her 17 years of financial services experience, Amanda Arcilesi Simmons has proudly grown her role and skill set. In 2008, Amanda joined the team as a sales associate and now serves as a Partner and Financial Advisor, building thorough strategies and risk-appropriate portfolios.

Amanda enjoys helping her clients stay educated through every stage of their financial journey--accumulation, protection, and transfer of wealth. She values the relationships that she creates with her clients, and cares deeply about them and their families. Service is key to her business--she listens to each client so that she can help them achieve their goals, rather than trying to implement a one-size-fits-all solution.

Dedicated to continuing education, Amanda earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018. She earned a bachelor’s degree in art history and electronic journalism from the University of Utah and holds Series 7, 9 & 10, 31, and 66 securities licenses.

Amanda has been married to her husband, Nate, for 16 years, and they have two amazing kids, Sebastian and Cecilia. Outside the office, Amanda loves to organize birthday parties, plan her family’s Halloween costumes, and craft her annual witty family holiday card. She finds joy in working out with her husband and attending Broadway shows as often as she can. She also serves on the Finance and Investment Committee for Girl Scouts of Utah.

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AMANDA ARCILESI SIMMONS, CFP

AMANDA ARCILESI SIMMONS, CFP

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