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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.

Learn more about my practice.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®

Latest Insights

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Emily Taken-Vertz

Principal

Individuals and Families

Financial Planning for LGBTQ+ Couples

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.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.