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Client Advisory

Biography

Amy Suri is a Senior Associate in the San Jose office, where she supports advisors in implementing 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.

Before joining Cerity Partners, Amy gained valuable experience in financial services and client relations through various positions at American Express and Edelman Financial Engines. Amy earned her Bachelor of Science in Communications from Bentley University. She holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation and is pursuing her Certified Financial Planner® (CFP®) certification, reflecting her commitment to continuous learning and professional excellence.

Outside work, she enjoys traveling, exploring new restaurants, and staying active with her husband, two sons, and friends.

Learn more about my practice.

Education

  • B.S. in Communications, Bentley University

Highlights

  • Pursuing Certified Financial Planner™ (CFP®) certification

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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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.