Amanda Bolach

I have been in the financial industry with Harper Davis Financial since early 2013.  Starting on the CPA side, I worked closely with Terri Davis for three and a half years.  Setting a foundation of building trust and long-lasting relationships between our clients and Harper Davis, I now work closely with Rebecca Harper on the Financial Planning side.  Aligning myself with the financial planning industry was a perfect fit due to my main goals in life, which are to help others and to make a difference.  

Using a holistic planning approach, I look at all aspects of my client's financial picture.  I work with individuals to create and protect wealth, as well as, assist them in protecting their future and family.  I work with entrepreneurs to build personal and business financial security.  We offer a wide range of employee benefits, all in one place, so you can find the coverage you need. 

My clients enjoy working with me because of my attention to detail, good listening skills and great empathy.

Everyone's financial situation is different, and I will work with you to create a financial plan that is as unique as you are!  Contact me at (916) 747-6581 or  Thank you!

San Francisco State University
Bachelor of Science Degree: Hospitality Management, Minor - Business Administration

Registered Representative, AXA Advisors, LLC
Securities registrations: FINRA series 7 & 66
State of California Insurance License: #0L07885

Community Involvement:
I am a member of The Active 20-30 Club of Greater Sacramento Chapter #1032 and volunteer with WEAVE Inc.