Amber Salzman headshot
 

AMBER M. SALZMAN, FPQP™

Manager of Client Services | Partner

    

Amber Salzman, FPQP™ is Manager of Client Services at Capstone Financial Advisors. With a degree in History (and minor in Medieval Studies & Gerontology), she admits she wasn’t exactly destined for a career in financial services. However, she quickly fell in love with the field and her responsibility to ensure clients have the experience they expect and deserve with Capstone. She even went on to earn her Financial Paraplanner Qualified Professional (FPQP®) certification.

I truly enjoy the evolution of the client-advisor relationship and assisting in servicing and supporting this relationship. Most of all, I enjoy being part of a team that delivers the peace of mind that comes with having a holistic financial planner in your corner.”

Invested in your future

Much of Amber’s job happens behind the scenes. She leads the client services team, works closely with advisors, and supports clients however needed. For Amber, it’s not just what she does, it’s how she does it.

I strive to ensure that I always – and my team always – gets the job done correctly, on time, and with a smile,” Amber says.

Building community

Amber and her husband have two beautiful children. She is active in her children’s school and enjoys challenging herself with an Orange Theory or Peloton workout. Amber and her family are also passionate about giving back to a cause near and dear to them – ALS. After losing her father to the disease in 2016, she and her family fundraise and lead a team in the annual walk to benefit the Chicago chapter of the ALS Association.

Amber is a Financial Paraplanner Qualified Professional™ certificant. She earned her Bachelor of Arts from Northern Illinois University.

 

Amber's Perspectives

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