Amanda Bateman

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.

More About Amanda

Education & Credentials 

  • CERTIFIED FINANCIAL PLANNER
  • BS, Liberty University
  • Series 66, Series 7 held through LPL Financial 

Why our work matters to me

Financial planning is deeply personal work that touches every aspect of our clients' lives. I'm energized by helping women and families transform financial uncertainty into confidence, knowing that proper planning today helps maintain their successes and safeguard the people they love most.

My financial superpower 

Technical expertise delivered with genuine understanding.

On my vision board

A house with a crowded table (kids & grandkids!), homeschooling our children through high school graduation, growing (very) old (gracefully) with my husband, adventures to the Amalfi Coast, and a paid-off home mortgage

Currently reading or listening to

Currently reading Remarkably Bright Creatures, a touching novel about connection and healing 

Weekend ritual

Family time at the park, church service, movie nights and stove-popped popcorn, made-from-scratch pizza, and lots of laundry (so much laundry!)

What I'm toasting with

White Claw Black Cherry or anything sparkly (beer need not apply)