Amy Jucoski, CFP®

Amy Jucoski, CFP®

Active Investor

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.

Investor type
Family Office
Stages
SeedSeries A
Invests in
WealthTech
Location
Winston-Salem, North Carolina
Typical check
$625K

How to reach Amy Jucoski, CFP®

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About this profile

This profile is part of Round Funded, an investor database and outreach platform for founders. It covers 60,000+ active VCs, angels, family offices and accelerators with verified contacts, lets you send pitches from your own Gmail, and includes a free Data Room for your raise.

Frequently Asked Questions

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.

How do I contact Amy Jucoski, CFP®?

Unlock Amy Jucoski, CFP®'s verified email on Round Funded and send a personalized pitch. We surface only deliverable contacts so your outreach lands.

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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