As a Registered Service Assistant and Client Services Associate, Amadea specializes in elevating the client experience through thoughtful service, strong organizational systems, and attentive administrative support. With a background in psychology and a deep understanding of people, she brings clarity, steadiness, and analytical insight to every client interaction.
Amadea approaches her work with curiosity, reflection, and a drive to understand the deeper “why” behind processes and decisions. Her strengths of discernment and wonder further shape her professional approach. She naturally evaluates ideas with intuition and insight, and she’s energized by exploring possibilities, improvements, and untapped potential within systems and client experiences. Additionally, she is competent in working with enablement and tenacity, which support her ability to assist others with encouragement and to see tasks through to completion with reliability and steadiness.
Amadea graduated from UCSD with a Bachelor’s Degree in Psychology, which has equipped her with a strong foundation in communication, behavioral understanding, and emotional awareness—skills that directly enhance her work as a Client Services Associate. Her academic training allows her to recognize individual needs, navigate conversations with empathy, and create an environment where clients feel heard, supported, and well cared for.
As a Registered Services Associate, Amadea is qualified to support clients and advisors with a broad range of financial products and administrative services. She excels at assisting with account management, facilitating transactions, preparing documentation, and ensuring compliance and accuracy in all client interactions. Her role enables her to deliver seamless, high-quality service while supporting the operational and strategic goals of the advisory team.
Amadea has spent over 5 years of involvement with DOXA, a nonprofit serving communities in Tijuana, Mexico, where she has supported initiatives focused on housing, education, and community development. Her commitment to global service also extends to her time in South Africa with Hebron Community Projects, where she contributed to programs that empower local families and help strengthen community resources. Additionally, Amadea has supported a non profit called Water 4 Life in Guatemala, an organization dedicated to providing clean and sustainable water solutions to underserved communities. Their mission focuses on improving health, reducing water scarcity, and empowering families through access to safe, reliable water sources—a cause deeply aligned with Amadea’s passion for community care and global well-being.
A dedicated mother and active member of the San Diego community, Amadea finds balance and fulfillment through movement and nature. She enjoys yoga, hiking, camping, and dancing—activities that allow her to recharge, stay centered, and explore the world with curiosity and joy. Whether supporting clients, contributing to her community, or spending time outdoors with her family, she brings intentionality, warmth, and thoughtful presence to every part of her life.