Central Coast, California Office
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Emily combines her knowledge as a Wealth Advisor with a commitment to helping clients balance their needs for today and tomorrow through comprehensive financial planning and investment management.
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Her diverse career helps Emily connect with clients on many levels. She has always had a knack for analytics, strategy, and numbers, while still keeping an eye toward the big picture. These aptitudes served her well when she worked as a wine buyer in Portland, Oregon supplying grocery store shelves with fine wines of the world, updating budgets, tracking inventory, and taking copious tasting notes.
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Emily graduated cum laude from New York University with a degree in Fine Arts. After receiving a Certificate in Financial Planning from Boston University she then went on to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential so she can fulfill her career goal of providing holistic financial planning to EP Wealth clients.
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Emily, her husband, and four children live in Los Osos, where she grew up. When Emily is not at the office, you will find her planting in her greenhouse, digging in her garden, keeping up on the latest wine trends, and coaching soccer. If she’s lucky enough to find the time, she also enjoys completing the daily Wordle and Sunday crossword puzzle.
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