Amber Gee

Amber Gee, CFP®, is a Senior Associate Advisor at John G. Ullman & Associates Inc., based in Corning, NY. In her current role, she provides comprehensive financial planning and investment management for individuals and families, focusing on building tailored strategies that help clients achieve long-term financial objectives. Amber specializes in asset allocation, retirement planning, and portfolio construction, with particular expertise in public equities, fixed income, and diversified investment vehicles.

Prior to joining John G. Ullman & Associates, Amber was a Senior Financial Planner and Paraplanner at Socha Financial Group, LLC, where she gained broad experience guiding clients through investments, cash flow management, and strategic planning to meet complex financial needs. She is recognized for her client-focused approach and her ability to simplify intricate financial concepts for a diverse clientele.

Amber holds a bachelor's degree in psychology from Mansfield University of Pennsylvania, giving her a strong foundation in understanding behavioral aspects of investing and financial decision-making. With over 15 years of industry experience, Amber has made significant contributions in client education and holistic financial planning, emphasizing transparency and ethical stewardship in wealth management.