Amy Jucoski, CFP®
Head of Legacy & Wealth Planning and Founding Partner at Callan Family Office
Winston-Salem, North Carolina
Amy Jucoski, CFP®, Head of Legacy & Wealth Planning and Founding Partner at Callan Family Office is an active investor based in Winston-Salem, North Carolina. This profile covers what Amy Jucoski, CFP® backs, at which stage, and how founders can reach out in 2026.
Amy Jucoski is the Head of Legacy & Wealth Planning and Founding Partner at Callan Family Office, focused on goals-based financial planning.
Amy Jucoski, CFP® invests in WealthTech, typically at Seed and Series A.
- Location
- Winston-Salem, North Carolina
- Typical check
- $625K
What does Amy Jucoski, CFP® invest in?
- Investor type
- Family Office
- Invests in
- WealthTech
Where is Amy Jucoski, CFP® based?
Amy Jucoski, CFP® is based in Winston-Salem, North Carolina.
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How to reach Amy Jucoski, CFP®
Angels and operators like Amy Jucoski, CFP® reply to specific, personalized notes that show real traction, not mass blasts. Build a verified list, write a note that fits their thesis, and track replies, all on Round Funded.
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About this profile
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Cite this page
Round Funded. "Amy Jucoski, CFP®." Round Funded investor database, updated September 22, 2026.
Stable URL, it will not change: https://www.roundfunded.com/en/investor/amy-jucoski-cfp
Frequently Asked Questions
Who is Amy Jucoski, CFP®?
Amy Jucoski, CFP®, Head of Legacy & Wealth Planning and Founding Partner at Callan Family Office is an active investor based in Winston-Salem, North Carolina. Amy Jucoski, CFP® invests in WealthTech, typically at Seed and Series A.
What does Amy Jucoski, CFP® invest in?
Amy Jucoski, CFP® invests in WealthTech, typically at Seed and Series A. Match your sector and stage, then reach out with a personalized pitch.
What stage does Amy Jucoski, CFP® invest at?
Amy Jucoski, CFP® typically invests at Seed and Series A. Lead with traction that fits the stage when you reach out.
What is Amy Jucoski, CFP®'s typical check size?
Amy Jucoski, CFP® typically writes checks around $625K. Use it as a signal for whether your raise fits their stage.
Where is Amy Jucoski, CFP® based?
Amy Jucoski, CFP® is based in Winston-Salem, North Carolina.
How do founders reach investors like this?
Round Funded lists active investors with verified, professional contact details for signed-up founders. Filter by sector, stage and location, then send a personalized pitch from your own inbox.
What is Round Funded?
Round Funded is an investor database and outreach platform for startup founders. It lists 60,000+ active investors with verified contacts, filtered to recent investment activity, and lets founders send personalized pitches from their own Gmail, track replies, and share a free Data Room. Round+ starts at $99 per month with a 3-day trial.
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