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Amy Suri

Client Advisory

Biography

Amy Suri, CFP®️, is a Senior Associate in the San Jose office. She is a member of the Wealth Planning team, working with advisors to implement comprehensive wealth planning strategies for individuals and families. She works closely with the team to ensure clients receive personalized financial solutions that align with their long-term goals.

Prior to joining Cerity Partners, Amy held positions in financial services and client relations at American Express and Edelman Financial Engines. She earned her Bachelor of Science in Communications from Bentley University and holds the CERTIFIED FINANCIAL PLANNER™️ (CFP®️) certification, reflecting her commitment to continuous learning and professional excellence.

In her spare time, Amy enjoys traveling, exploring new restaurants, and staying active with her husband, two sons, and friends.

Client Advisory Learn more about Amy’s practice

Education

  • B.S. in Communications, Bentley University

Highlights

  • CERTIFIED FINANCIAL PLANNER™️ (CFP®️)

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.