Amanda Westwood

Financial Advisor

Schedule a meeting to learn more about how to build your financial dreams into a reality.
Helping Texans who work hard in their communities to dream big, then make smart decisions that will allow their money to work hard for them, and bring those big dreams to life.

Amanda Westwood

Financial Advisor

Schedule a meeting to learn more about how to build your financial dreams into a reality.

About Amanda

Helping you understand and evaluate all sides of life’s big decisions.

Amanda’s background as an educator makes her a key piece of the North Star – Houston financial planning team.

After teaching middle school for five years, teaching adults high-level financial planning concepts feels simple! Amanda uses her experience in the classroom to break down complex concepts into attainable action steps for clients.

As part of her spirit of teaching and coaching, Amanda values community and relationships, acting as a financial ally to her clients. In every meeting, she focuses on listening to her clients, eager to learn about their values, goals, and specific financial challenges. With a relationship of trust in place, she can help clients navigate their financial challenges, grow in their financial decisions, and see progress toward their goals.

Amanda grew up in Seoul, Korea, and then Plano, Texas, before attending the University of Oklahoma to study music education. Today, Amanda and her husband live in Spring, Texas, and they enjoy spending their free time together outdoors rock climbing, camping, or just going for long walks in their neighborhood. Amanda is also a member of the Church of Jesus Christ of Latter-Day Saints.

Qualifications

  • Series 7
  • Series 66
  • Texas Life and Health

Services

Amanda and her team at North Star Consultants of Texas – Houston offer comprehensive financial services, specializing in several key offerings:

  • Customized, comprehensive fee-based financial planning
  • Debt management
  • Wealth accumulation
  • Risk management
  • Education funding options
  • Retirement strategies
  • Tax minimization techniques*

Team

Amanda is a member of the financial planning team at North Star Consultants – Houston. The team focuses on helping medical professionals and others with financial issues specific to them, including occupation-specific disability insurance, PSLF, and practice setup for optimized tax reduction strategies.*

Support team

Pam Schwartz
Pam Schwartz

Practice Coordinator

North Star support team

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Max Miller
Max Miller

Disability Insurance Consultant

Contact

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    Office locations

    Houston, Texas

    2925 Richmond Ave
    Suite 1200
    Houston, TX 77098

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    Calculators

    *Financial professionals do not provide tax, mortgage, real estate or legal advice. You should always consult a tax or legal professional for advice regarding your specific tax and/or legal situation. North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

    Amanda, Laura, Scott, and Doug are registered representatives and investment advisor representatives of  Securian Financial Services, Inc.

    3478939/DOFU 3-2021

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