Amanda Weitman
Wells Fargo The Private Bank 
Wealth Advisor, Marin/San Francisco Bay Area

Ms. Weitman is a wealth advisor located in the Corte Madera Wells Fargo Private Bank office. She is responsible for working with high-net-worth clients to effectively manage their wealth, first by identifying each client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. Ms. Weitman began her career with and has been with the firm since July, 1983. Ms. Weitman earned a Bachelor of Arts in Business Administration and Economics from Principia College.  She received her MBA from Golden Gate University and she earned the Chartered Advisor in Philanthropy designation from American College. Ms. Weitman received a Masters in Philanthropy from the Lily Family School of Philanthropy at Indiana University in 2020. Ms. Weitman is a native of Marin County. She serves on several local non-profit boards.   

Tamara M. Wallenstein
Wells Fargo Wealth & Investment Management 
Senior Philanthropic Trust Advisory Specialist, Senior Vice President, Philanthropic Services

Tami Wallenstein is a senior philanthropic trust advisory specialist and senior vice president with Wells Fargo Wealth & Investment Management, serving the following areas in the Pacific North division: Northern California and Reno, NV. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Ms. Wallenstein helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Ms. Wallenstein collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropic activities. Prior to joining Wells Fargo, Ms. Wallenstein was the Associate Endowment Director at Jewish Family and Children’s Services and Planned Giving Officer for the San Francisco Jewish Federation. Prior to that, she worked as an estate planning attorney in New York. Ms. Wallenstein earned a Bachelor of Arts from Barnard College, Columbia University, and her JD from Brooklyn Law School (not currently practicing). She previously served as the Secretary of the Northern California Planned Giving Council and held membership on the East Bay Estate Planning Council.