Emily Email & Phone Number
Financial Planner @ core planning
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Emily Location
- Huntsville, AL, US
Emily Work
- Financial Planner @ (April 2023 - Present)
- Author @ (June 2020 - Present)
- Book Author @ (October 2017 - Present)
- Advisor | Client Service @ (March 2022 - April 2023)
- Client Service Specialist @ (April 2021 - March 2022)
- Business Operations Analyst for Biology and Chemistry Department @ (June 2018 - June 2020)
- Office Assistant for Biology and Chemistry Department @ (August 2016 - May 2018)
Emily Education
- Liberty University
Bachelor's degree (Business Administration, Financial Planning)
2016-2020
Emily Skills
- Asset Management
- Budgeting
- Certified Financial Planner
- Client Relations
- Client Services
- Financial Literacy
- Financial Planning
- Financial Planning Software
- Financial Services
- Investments
- Management Accounting
- Microsoft Office
- Paraplanning
- Retirement Planning
- Special Needs Planning
- Tutoring
- Writing
Emily Summary
- Emily, based in Huntsville, AL, US, is currently a Financial Planner at core planning. Emily brings experience from previous roles at Christian Faith Publishing, Amazon and Anthem Advisors, LLC. Emily holds a 2016 - 2020 Bachelor's degree in Business Administration, Financial Planning @ Liberty University. With a robust skill set that includes Asset Management, Budgeting, Certified Financial Planner, Client Relations, Client Services and more. Emily has 1 mobile phone numbers on RocketReach.
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