Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
LGBTQ+ partners face unique complexities in financial planning. A skilled financial advisor with an acute understanding of the legal protections and rights for LGBTQ+ partners can help couples achieve their plans and goals.
Partner & Market Leader
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Market Leader & Partner
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