As a member of the JJ Burns financial planning team, Amy Vasili helps analyze clients’ needs, conduct research, and develop comprehensive financial plans. She gathers information to prepare reports and presentations to assist advisors in reviewing, analyzing, and updating client portfolios.
Amy earned an M.B.A. in Finance and a B.S. in Business Management from New York’s Stony Brook University. She is a CERTIFIED FINANCIAL PLANNER® professional.
On the personal side
Although she was born, raised, and currently still lives in Ridgewood, Queens, Amy’s family is originally from Albania. This makes Europe a favorite destination, but Amy loves travel and plans to visit countries all over the world. A love of music and song inspires Amy to occasionally sing her sentences instead of speaking them!
What Amy brings to the table
Amy’s specialty is spicy vodka pasta with crispy chicken cutlets! She also tended bar for a few years and enjoys creating exotic new cocktails to share with guests.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
