Amanda Grace Bearden
Investment adviser representative at Financial Zen
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$167.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Financial ZenJan 2026 to now
- The Financial Zen GroupNov 2025 to now
- Pesta & Pesta Wealth ManagementAug 2024 to Oct 2025
- Cwm, LLCMay 2023 to Oct 2025
- Carson GroupAug 2022 to Jun 2024
- Outside MagazineJan 2021 to Mar 2023
- Franklin JuiceOct 2019 to Dec 2020
- Ymca of the RockiesMay 2019 to Jul 2019
- StudentAug 2018 to May 2022
- Lifetime FitnessDec 2017 to Aug 2018
- Tga Premier SportsOct 2016 to May 2017
- StudentSep 2010 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Financial Zen
Legal name: The Financial Zen Group, Inc.
$167.6MAssets managed
107Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7708372
- Firm CRD
- 282230