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  • Amy Braun-Bostich, MSFP, CFP®, CFS®, APMA®, CLTC®

Amy Braun-Bostich, MSFP, CFP®, CFS®, APMA®, CLTC® | Source | CEO and Private Wealth Advisor at Braun-Bostich & Associates

Amy Braun-Bostich, MSFP, CFP®, CFS®, APMA®, CLTC®

CEO and Private Wealth Advisor at Braun-Bostich & Associates
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Amy is the CEO and founder of Braun-Bostich & Associates. She spends much of her waking day trying to bring more value to the table for her clients, employees and family members - but not necessarily in that order.

Amy has over 29 years of experience in the Financial Services business and has invested the time and discipline toward ongoing education to bring her clients the best advice possible for their situation. Amy has a BA in Psychology from UCLA, a MSFP (Master of Science in Financial Planning), a CFP® (Certified Financial Planner), and an APMA® (Accredited Portfolio Manager Advisor) from the College for Financial Planning. She also has a CFS® (Certified Fund Specialist) from the Institute of Business & Finance and a CLTC® (Certification in Long-Term Care) from the Corporation for Long Term Care.

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  • When interest rates go up, it helps regional banks in a good way. Where we’d see the most profound effect is on longer-term bond rates and on companies that are highly leveraged. Bond prices go down when interest rates go up, but it’s more profound on the longer end of the scale.

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