Based in Minneapolis, Minnesota, Amanda Charles, CSLP® is a financial advisor who believes money should feel empowering, not intimidating. She works with people in the Twin Cities to get intentional about their finances, but don’t want the guilt, shame, or jargon that often comes with traditional financial advice. Her holistic approach to financial planning meets clients where they are and helps them build a clear, values-aligned path forward.
Amanda offers comprehensive financial planning for individuals and couples in Minnesota who are juggling big goals: paying off student loans, saving for a home, planning a wedding, traveling, or investing for retirement. With a background in both journalism and economics from the University of Minnesota, she’s uniquely skilled at translating complex financial concepts into plain language. Her clients in Saint Paul appreciate that she takes the time to educate them, not just tell them what to do.
As a Certified Student Loan Professional (CSLP®), Amanda brings a specialized lens to student loan planning—something many Saint Paul professionals are navigating. She helps clients evaluate repayment options, understand how loans fit into their overall financial picture, and make informed decisions that align with their long-term plans. Whether someone is early in their career or leveling up, Amanda provides structure, accountability, and encouragement along the way.
Outside of work, Amanda is deeply rooted in the Saint Paul and greater Minnesota community. She volunteers with local organizations, supports financial literacy programs for youth, and loves enjoying all four seasons—yes, even winter—in and around Saint Paul. From cross-country skiing and backpacking trips to cozy nights in planning her next adventure, she brings that same grounded, intentional energy into her client relationships. For anyone in Saint Paul looking for a financial planner who feels like a trusted guide—not a “finance bro”—Amanda is ready to be part of your team.
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Registered FINRA address:
2701 University Ave SE
Minneapolis, MN 55414
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