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.
Emily earned her Bachelor of Arts in Communications and Media Studies from Hunter College. She also completed the Personal Financial Planning Certificate Program at the University of California, Berkeley. Emily holds the Certified Financial Planner (CFP®) designation.
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