Amanda Barcliff

Background

About Amanda Barcliff

As an adept CERTIFIED FINANCIAL PLANNER™, I’m deeply committed to advancing the presence of women in financial services and creating a pathway for a better tomorrow for all. My specialization lies in unraveling the intricacies of financial planning, particularly catering to middle-class American families seeking trustworthy partnerships and financial peace of mind. My expertise is especially beneficial for those traversing the complexities of retirement planning, providing clarity and guidance along their financial journeys. With a focus on personalized service, I tailor my approach to meet the unique needs of each client, emphasizing long-term goals and comprehensive financial planning. I set myself apart by adopting a methodical approach to provide clients with a solid financial framework while humanizing the financial planning process and alleviating its inherent complexities and anxieties. Through my experiences, particularly during my tenure in a credit union setting, I have acquired invaluable insights and perspectives that enrich the lives of my clients. Vantage Investment Services I have been helping individuals plan for their financial futures at Vantage Investment Services located at Vantage Credit Union since 2009. Alltru Investment Services I have been helping individuals plan for their financial futures at Alltru Investment Services located at Alltru Credit Union since 2016. My academic background boasts a degree from the University of Missouri, complemented by my FINRA series licenses and CFP® designation, ensuring I remain well-versed in industry trends and practices. Beyond my professional endeavors, I am deeply rooted in my local community and treasure moments with my daughter, Sofia, who actively engages in school and sports. On weekends, I embrace the natural beauty of St. Louis, indulging in outdoor activities like hiking and biking to maintain my fitness and deepen my connection with the area. I am an ambassador for a local cycling club called South Side Cycling Club, where I lead and sweep group rides, organize the annual family picnic, and participate with my teammates in Pedal the Cause and Bike MS each year. As a fervent St. Louis sports fan, I frequently support our professional teams at Busch Stadium or CITY Park, often complementing the experience by socializing with friends and family at local restaurants, pubs, or breweries. To learn more about how I can help you with your unique financial journey, contact me today at amanda.barcliff@lpl.com or (314) 264-5350!