grown up surrounded by multiple generations of finance professionals, Amanda
Klug has enjoyed her 5+ years in the industry. After completing her
undergraduate degree in 2017, she passed her securities advisors exam and
joined Katz Family Financial Advisors where she worked as a Financial Advisor
and ran the research model. Amanda then co-founded Candid Financial with her
mother, Sue Katz. Now, she oversees the investment research model and works
directly with clients as a Financial Advisor.
In 2022, Amanda graduated with an MBA in Finance from Arizona State University,
earning distinction for academic achievement. She has found that the
investment process can be intimidating, especially to the younger
generation, and she appreciates the opportunity to educate, simplify, and welcome new people into the world of finance.
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