VETTED
Amber Soden
Tel: 212-667-5489 666 Third Ave New York, NY 10017
The Power Of Oppenheimer Thinking
About Amber Soden
Amber Soden is a Financial Advisor and Portfolio Manager based in the Chrysler East office in Midtown Manhattan, steps from Grand Central Station. She focuses on helping individuals and families navigate life's most complex financial transitions through comprehensive wealth management, retirement planning, and tailored investment strategies. Amber is known for her success in guiding clients through significant milestones, such as retirement transitions, divorce financial planning, inheritance and estate planning, and business exits. Her approach simplifies complexity and delivers strategic, tax-efficient solutions for long-term financial success. As a Portfolio Manager, Amber offers a fee-based schedule, providing clients transparency, flexibility, and advice aligned with their best interests. A cornerstone of Amber's approach is financial education and coaching. She helps ensure clients thoroughly understand their portfolios, what they own, why they own it, and how it fits into their broader plan. Her dedication extends beyond managing wealth; she helps clients organize their financial lives with a focus on multi-generational estate planning, legacy building, and goal-oriented investing.
Amber serves clients both in-person and virtually, focusing on professionals, entrepreneurs, and families who value customized portfolio construction, clarity in decision-making, and a long-term advisory relationship. Outside of work, Amber enjoys scuba diving, traveling, and fishing at her remote off-grid cabin in Ontario. She also enjoys carpentry projects, cooking, and exploring the vibrant culture and energy of NYC.
About Oppenheimer & Co. Inc.Amber serves clients both in-person and virtually, focusing on professionals, entrepreneurs, and families who value customized portfolio construction, clarity in decision-making, and a long-term advisory relationship. Outside of work, Amber enjoys scuba diving, traveling, and fishing at her remote off-grid cabin in Ontario. She also enjoys carpentry projects, cooking, and exploring the vibrant culture and energy of NYC.
A History of Powerful Thinking
From our earliest years, the tradition and excellence of our thinking has helped us help our clients succeed. Oppenheimer's bold and original thinking is the cornerstone of our consistency in delivering innovative ideas and customized solutions for our clients.
Our entrepreneurial spirit is in our DNA and traces its roots back to Harris C. Fahnestock, a successful investment banker and financial professional to President Abraham Lincoln. He established Fahnestock& Co. in 1881 - a predecessor to Oppenheimer.
Despite significant economic challenges like the Great Depression, Fahnestock& Co. flourished - opening three offices and acquiring another firm in 1937. By the 1940's, we expanded overseas into post-war Europe and established new branches in South America. Subsequently, during the severe bear market of the 1970's, we continued to focus on individual client success and, as a result, avoided being acquired or liquidated - unlike many much larger competitors. In 2003, Fahnestock& Co. completed the acquisition of CIBC Oppenheimer, which had previously acquired Oppenheimer & Co. Inc. This acquisition strengthened our private client and asset management divisions, leading to the restoration of the Oppenheimer & Co. Inc. name. This strategic alignment amplified our unwavering commitment to our clients and fortified our ability to leverage extensive experience, vast resources, and deep investment insight. During the Great Recession of 2008, Oppenheimer acquired much of CIBC World Markets' capital markets business, expanded into the Southeastern U.S., and grew our capabilities in research, investment banking, and fixed income. We are inspired by our history but we don't dwell there. Instead, we look to the future with a constant focus and investment in our people, our technology, and on a culture that continuously looks to expand our service to clients. We have a full suite of opportunities to plan, invest, preserve, and transition their wealth. Today, we are committed to making this, our second century, even stronger than our first. By using The Power of Oppenheimer Thinking in Wealth Management, Capital Markets, and Investment Banking, we consistently strive to improve client outcomes and leave the world a better place.
See DisclosuresDespite significant economic challenges like the Great Depression, Fahnestock& Co. flourished - opening three offices and acquiring another firm in 1937. By the 1940's, we expanded overseas into post-war Europe and established new branches in South America. Subsequently, during the severe bear market of the 1970's, we continued to focus on individual client success and, as a result, avoided being acquired or liquidated - unlike many much larger competitors. In 2003, Fahnestock& Co. completed the acquisition of CIBC Oppenheimer, which had previously acquired Oppenheimer & Co. Inc. This acquisition strengthened our private client and asset management divisions, leading to the restoration of the Oppenheimer & Co. Inc. name. This strategic alignment amplified our unwavering commitment to our clients and fortified our ability to leverage extensive experience, vast resources, and deep investment insight. During the Great Recession of 2008, Oppenheimer acquired much of CIBC World Markets' capital markets business, expanded into the Southeastern U.S., and grew our capabilities in research, investment banking, and fixed income. We are inspired by our history but we don't dwell there. Instead, we look to the future with a constant focus and investment in our people, our technology, and on a culture that continuously looks to expand our service to clients. We have a full suite of opportunities to plan, invest, preserve, and transition their wealth. Today, we are committed to making this, our second century, even stronger than our first. By using The Power of Oppenheimer Thinking in Wealth Management, Capital Markets, and Investment Banking, we consistently strive to improve client outcomes and leave the world a better place.
General Information
Firm Start Year:
1925
No. of Employees:
More than 5000 Employees
States Licensed in:
AZ CA CO CT DC FL GA IA IL IN KY LA MA ME MI MN MO MS NC NE NH NJ NM NY OH PA RI SC TN TX VA VT WA WI WY
Work Experience:
With a career in the financial services industry since 2007, Amber brings deep expertise in personalized portfolio management, operational excellence, and branch leadership. Her experience spans top firms including Fidelity Investments, Charles Schwab, and Merrill Lynch, which sharpened her ability to deliver high-level service to discerning clients.
Work with the following types of clients:
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Qualifications & Memberships
Insurance and Annuity Licenses:
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Accident, Disability
Services
Investment Types:
Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Phone, Our Office, Video Conference
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$50,000
Compensation Methods:
Based on Assets, Commissions
Firm Information
Total Assets Under Management by Advisor:
64,000,000
Education
Bachelor of Science - Major: Psychology Minor: Statistics:
Northern Kentucky University - Highland Heights, KY
08/01/2003 - 05/01/2011
Portfolio Management
My portfolio management process is built around your goals, risk tolerance, and time horizon. I design custom, tax-efficient portfolios that blend disciplined research with active oversight. Each investment decision reflects your long-term objectives, cash flow needs, and comfort with market volatility. Through diversified asset allocation and ongoing rebalancing, I help you stay aligned with your strategyno matter how markets shift. The result is a transparent, personalized approach that keeps your money working intelligently toward your future.
Retirement Planning
I help you transition from saving to living confidently in retirement. My consultative process identifies how much you'll need, where your income will come from, and how to minimize taxes along the way. Whether it's optimizing Social Security, coordinating pensions, structuring Roth conversions, or building sustainable withdrawal strategies, my goal is to turn your assets into predictable income that lasts. You gain a clear plan that supports both your lifestyle and peace of mind throughout retirement.
401K Rollovers
I simplify your rollover decisions and ensure your retirement savings continue to grow efficiently. Together, we evaluate existing plan options, investment choices, and costs to determine the most beneficial course of actionwhether keeping assets in-plan or rolling to an IRA. We also integrate your rollover into your broader investment strategy, so your money remains coordinated, tax-aware, and fully aligned with your long-term goals.
Wealth Management
Comprehensive wealth management means more than investing. I take a holistic view of your financial lifeintegrating portfolio design, retirement planning, estate considerations, tax strategy, and risk management into one coordinated plan. Our approach simplifies complexity and brings every element of your finances into focus, helping you make confident, informed decisions as your life and wealth evolve.
Risk Management
I help safeguard your wealth from life's uncertainties through proactive risk assessment and protection strategies. This includes evaluating insurance needs, asset allocation, and contingency planning. My process identifies potential vulnerabilities and implements solutions designed to protect your income, family, and legacyso your financial plan remains resilient in changing conditions.
Money Management
I provide disciplined cash-flow planning and budgeting strategies that strengthen your overall financial position. From optimizing savings and debt reduction to balancing liquidity with long-term investing, I help you take control of your day-to-day finances. My goal is to ensure your money supports your values, priorities, and long-term objectivesnot the other way around.
Financial Planning for Businesses
I work with business owners to coordinate personal and professional finances into a unified plan. This includes retirement plan design, succession strategies, cash management, and risk mitigation. My approach helps you strengthen both sides of your balance sheetprotecting the business you've built while ensuring your personal financial goals stay on track. Together, we create strategies that align with your growth objectives and long-term vision.
Financial Planning for Individuals
My financial planning process starts with understanding what matters most to youyour goals, family, and lifestyle. From there, I design a personalized plan that integrates cash flow, investments, retirement, insurance, and estate considerations into one cohesive strategy. I help you anticipate life's transitions and adapt your plan as circumstances change, so you can make confident, informed decisions every step of the way.
Financial Advice & Consulting
I serve as a long-term financial partner, helping you make smart, informed decisions about your money. Whether you're navigating a major life transition, evaluating a business opportunity, or simply seeking clarity around complex financial choices, I offer data-driven advice grounded in your specific goals. Together, we create strategies that bring structure and direction to your financial life, allowing you to move forward with confidence.
Insurance Planning
I evaluate how insurance fits into your broader financial pictureprotecting your income, your family, and your long-term goals. Together, we assess your needs across life, disability, and long-term care coverage to ensure appropriate protection without overpaying for unnecessary policies. My goal is to help you make informed, cost-effective decisions that preserve your wealth and give you peace of mind.
Estate Planning & Trusts
I help you think beyond assets to focus on impacthow you want your wealth to support the people and causes you care about most. I collaborate with estate attorneys to structure trusts, wills, and beneficiary designations that reflect your wishes while minimizing tax implications. My role is to make the process approachable, coordinated, and fully integrated into your overall financial plan.
Education Funding and Planning
I help families create clear, achievable plans to fund education without compromising their broader financial goals. Whether you're preparing for private school, college, or graduate programs, I'll help you evaluate savings options such as 529 plans and custodial accounts, and understand how they fit into your tax and investment picture. My goal is to simplify the process, balance competing priorities, and make sure your education strategy aligns with your overall wealth plan. You'll have a roadmap that grows with your familyand the confidence that higher education is within reach.
Investment Advice & Management
I build and manage investment portfolios that reflect your goals, time horizon, and tolerance for risk. My approach blends disciplined research, active oversight, and tax awareness to help maximize long-term results. I focus on quality, diversification, and alignmentso each investment serves a purpose in your broader plan. You'll always know how your money is working for you and why.
Annuities
I help clients evaluate whether annuities fit within their overall retirement and income strategy. Annuities can provide guaranteed income, tax-deferred growth, and protection against market volatilitybut they're not one-size-fits-all. I explain how different types of annuities work, compare features and fees, and identify whether they align with your goals for security, growth, or legacy. My focus is on clarity and suitabilityensuring that any annuity complements your investment and retirement plan rather than complicating it.
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
How do you charge for your services?
What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Disclaimer
https://www.oppenheimer.com/legal
19 Years of Experience
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 AM - 5:00 PM
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
