As a Principal and Senior Financial Advisor with Wipfli Financial, as well as a certified public accountant (CPA), Amy Libertoski realizes that a client’s prosperity goals can be multi-dimensional. Whether they have dreams of college, retirement, giving back to their communities or transferring their wealth, Amy understands that reducing her clients’ overall tax burden can have a significant impact on their investment choices.
Amy specializes in family-based planning, retirement planning and personal financial planning. Her specialties are backed by over 20 years of experience working with individuals on issues that range from investing an inheritance to how to fund and operate a private family foundation.
Amy aims to simplify her clients’ financial lives and set a foundation to act today while planning for tomorrow. This can mean different things for a young family compared to a widow or retired entrepreneur, but Amy is always seeking to enrich both their wealth and confidence in their long-term goals. Amy’s strong, individual tax and compliance background, as well as her expertise with nonprofits, has provided a diverse know-how for a variety of clients with specific financial planning needs and opportunities.
"My work involves a lot of education, but it feels good to have clients come to me to learn about their options before they make a decision. I want them to know that I care.” Amy continues her work with community groups and nonprofits away from the office, as well. She is a member of the Wausau Estate Planners Forum and has served on the boards of The Humane Society of Marathon County, her local Rotary Club, The Women’s Community, Inc. and the EEA Learning Academy.
In her spare time, Amy enjoys reading and spending time with her husband and three children.
*The CPA license is being maintained in good standing with the state of Wisconsin's state board of accountancy; however, Ms. Libertoski is not a practicing CPA and does not provide accounting services.
Certified Public Accountant*
Personal Financial Specialist
Series 65 License
Bachelor of Science (B.S.) in Accounting from the University of Wisconsin- Superior
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