Amy Zamikovsky, Esq., CFP®, CPWA®
Amy Zamikovsky, Esq., CFP®, CPWA®

Amy Zamikovsky, Esq., CFP®, CPWA®

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Service type

Responds in about 2 hours

Introduction: ⭐️If you do not currently have investable assets of at least $500K (in addition to the assets held in your current employer-sponsored retirement plan), your estate’s complexity does not yet warrant my level of financial planning expertise. I look forward to the possibility of working with you in the future. 🥇USE CAUTION: Regardless of who you choose to work with, please ensure that your advisor will serve as your legal fiduciary, contractually obligated to act in your best interest - always. Senior Financial Advisor, Texas Attorney, CERTIFIED FINANCIAL PLANNER™® Professional, and Certified Private Wealth Advisor® Professional, and FIDUCIARY Amy's FINANCIAL PLANNING & WEALTH MANAGEMENT services are available nationwide through Transform Wealth, a Registered Independent Investment Advisory firm. Amy earned her B.S. in Biology from Southeastern Louisiana University. With a strong desire to learn tax law and estate planning, Amy went to law school with the primary intention of helping clients build and preserve wealth. In 2014, she earned her J.D. from The University of Houston Law Center. Amy is a licensed attorney and counselor at law in the State of Texas (currently non-practicing). Before joining Transform Wealth, Amy spent several years as a financial advisor, working with HNW clients at Merrill Lynch and practicing estate planning. Amy uses her expertise in financial planning, estate planning, tax planning, wealth management, and behavioral finance to create optimized custom financial strategies that are always in her client’s best interest. It is paramount to Amy that all of her clients not only understand their financial plans but also feel comfortable and confident throughout the implementation of their wealth management strategies. She loves helping clients keep and make the most of what they have so they can spend more time doing what they love and maximize the tax benefits of giving to their favorite causes. Most of Amy's clients are mid-late career professionals and executives, entrepreneurs, retirees, and those with multi-generational wealth transfer goals. *Not currently taking any new legal matters.

Hired 1 time

Serves Houston, TX

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30 employees

18 years in business

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This pro accepts payments via Cash and Check.

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Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

6 reviews


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Simon H.
May 24, 2023
Amy was a pleasure to work with. I felt she really cared about our family and how our estate plan will really work for us when it matters. I have sent her many referrals and have heard nothing but good feedback. Would definitely use again.
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Jesse G.
Jul 21, 2023
Amy is a consummate professional. She handled all my requests in a timely manner. She took the time to listen to what I was needing and made sure to set me up with the right products and services.
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John B.
Jun 3, 2023
Amy was very helpful in guiding us through our plan. We are glad we found her and will continue to work with her.
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Greg C.
May 25, 2023
Amy was very knowledgeable about several issues with our family and our assets. We enjoyed working with Amy and highly recommend her to others. She was referred to me by another attorney.
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Michael S.
May 19, 2023
Highly recommend. Thorough, accurate. A pleasure to work with. Very nice person. Would use again.

License Type: Attorney (TX)

License verified on 5/21/2023

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Amy Zamikovsky

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