Meet the Team

About RightPath Wealth Management

RightPath Wealth Management is a financial services firm focused on retirees and pre-retirees (those five years from retirement). We work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

JIMMY LIN, CFP® Enrolled Agent

Financial Advisor, CERTIFIED FINANCIAL PLANNER®

Jimmy Lin, CFP®, EA, is the President and Founder of RightPath Wealth Management. He earned his bachelor’s degree from the University of Houston. Jimmy is a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and holds a Series 65 license, along with life and health insurance licenses. In addition to his technical experience, Jimmy is committed to educating seniors through in-person seminars, his radio show, and television segments.

Along with the team at RightPath Wealth Management, Jimmy helps retirees create comprehensive financial plans that incorporate effective tax strategies. These plans address both investment goals and tax considerations, ensuring that retirees are prepared to navigate the challenges they may face during retirement.

Amanda Fuller, CRPC, CAPP

Financial Planner

Amanda Fuller is the Lead Financial Planner, helping clients create comprehensive financial plans that blend retirement planning, tax strategies, estate documentation, and trust creation guidance into a cohesive roadmap tailored to each client’s life.

She is a Chartered Retirement Planning Counselor (CRPC) and a Certified Asset Protection Planner (CAPP). Amanda also holds a Series 65 License, along with Life, Health, and Property & Casualty Insurance Licenses. She earned a Bachelor of Science in Healthcare Administration from Oregon State University, with a Minor in Business Administration, a focus in Long-Term Care, and a Certificate in Gerontology.

Amanda began her career in the financial industry in 2005, providing investment and planning advice through a clear, efficient, and client-centered process. She is passionate about taking a hands-on approach to creating customized plans that help clients achieve their goals.

After spending 20 years in the Pacific Northwest, Amanda relocated to the Las Vegas area in 2019 with her husband and dogs to embark on their next adventure. Outside of work, she enjoys camping and is an avid league pool player, attending tournaments whenever possible.

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Alexa Petriuc

Client Service Associate

Alexa maintains the fluidity of the office. She assists with scheduling, sharing account updates, and profile maintenance. Before joining the team, she worked in hospitality on the Las Vegas Strip, where guest relationships were highly valued.

Alexa is a Certified Notary Public for the State of Nevada and provides notary services for RightPath Wealth Management. She holds a B.A. in criminal justice from UNLV. In addition, Alexa is working towards to earn her Life and Health Insurance licenses for Nevada, as well as her Paralegal Certificate from UC Irvine.

Her free time is dedicated to personal development—spent learning languages, studying legal principles, exploring new concepts, and understanding holistic health. When she is not learning something new, she is enjoying new cuisine. Alexa takes full advantage of the variety of restaurants Las Vegas has to offer.

Research and Support Team

These team members work directly for The Impact Partnership LLC – A Non-Affiliated, Third-Party Firm. The Research and Support team has a limited role on an as-needed basis.

Brandon

VP of Sales | Consulting

Becky

VP of Practice Development Consulting

Drew

VP of Life Sales

Spencer

Director of Advanced Resources

Tiffany

Advisor CMO

Located in Marietta, GA, The Research and Support team members are individuals working directly for an independent third-party firm The Impact Partnership. RightPath Wealth Management and The Impact Partnership are separate entities and are not affiliated with nor controlled by RightPath Wealth Management. The Research and Support team has a limited role on an as-needed basis.

Let’s get started on the right retirement strategy for you!

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