Client Advisory

Biography

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.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.