Mindi Lynn Wernick

Mindi Wernick, CFP®
Founder, Amethyst Wealth Planning

I believe everyone deserves a trusted guide when making important financial decisions. As a Certified Financial Planner™ professional, I've been helping individuals and families since 2006, combining financial expertise with an understanding of the emotions that often accompany life's transitions. My work is grounded in behavioral finance and the psychology of money, helping clients make decisions that align with their values and goals.

Before becoming a financial advisor, I earned a bachelor's degree in Psychology from Yeshiva University and spent ten years as a massage therapist. Those experiences taught me to listen with empathy, meet people where they are, and understand the importance of caring for the whole person.

I am passionate about supporting widows as they navigate the financial responsibilities that often follow the loss of a spouse. My goal is to help women feel informed, supported, and gain financial confidence.

I live in Brooklyn, New York, with my wife of 28 years, and together we've raised three wonderful sons.