LPL Financial
45yrs
Top advisor by experience in Lafayette
1yr
Amanda Walker
Financial advisor at MAI Capital Management
Amanda Walker is a financial advisor in Lafayette, California, with 1 year in the industry. Amanda joined MAI Capital Management in 2025, a firm offering financial planning, investment management, and private fund management. Amanda holds the CFP® designation.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office251 Lafayette Circle Suite 250, Lafayette, CA 94549
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.18 million
Advisors at the firm309
States licensed ?1 state
Services through MAI Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2025 – nowMAI Capital Management, LLCCurrent firm
Questions to ask Amanda
Tailored to Amanda’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amanda
How do I contact Amanda?
Call MAI Capital Management at (216) 920-4800 and ask for Amanda Walker. Amanda works from the Lafayette, CA office.
How long has Amanda been a financial advisor?
Amanda has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Amanda hold?
No exams are listed on the official record.
Is Amanda a fiduciary?
Amanda is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Amanda paid?
MAI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Amanda for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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