
Amanda Bateman, CFP®
In Amanda's Own Words
I find it deeply inspiring to help women and families gain confidence in their financial futures and safeguard their successes through thoughtful planning.
Amanda's Bio
Amanda Bateman brings over a decade of financial expertise to Pachira Wealth Management, where she specializes in helping women, families, and business owners build wealth and confidence through personalized planning strategies. As a Certified Financial Planner practitioner, she combines technical excellence with genuine empathy, understanding firsthand the challenges her clients face. Her approach transforms financial complexity into clear, actionable plans that align with her clients' deepest values and aspirations. What energizes Amanda most is celebrating each milestone in her clients' financial journeys while helping ensure they're properly positioned for the future. She takes a collaborative and celebratory approach to financial planning, empowering clients to move from uncertainty to confidence as they create lasting financial freedom for themselves and their loved ones. Outside the office, Amanda cherishes time with her husband Chris and their three children in Fort Mill, honoring the memory of their child in heaven. Between managing their lively household of two cats and two dogs, the Batemans stay active in Forest Hill Church and their local Classical Conversations homeschool community, finding balance through neighborhood walks and building connections with friends and neighbors.