Client Advisory


Emily is a Principal based in the San Francisco office. She assists clients with tax planning, intergenerational wealth transfers, and the practical implementation of long-term wealth planning strategies. With an eye toward the future, Emily diligently crafts a financial plan to suit each client’s unique situation.

Prior to joining Cerity Partners, Emily was a Wealth Manager at B|O|S where she worked closely with both private and institutional clients creating customized solutions for a wide variety of financial scenarios. Prior to joining B|O|S, she worked as a Financial Advisor for Brouwer & Janachowski in Mill Valley.


  • B.A. in Communications and Media Studies, Hunter College
  • Personal Financial Planning Certificate Program, University of California, Berkeley



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