Emily Cfp

Emily Cfp

Investopedia Top 100 Advisor 2023 | Heart-Centered Financial Planning for High-Achieving Professiona...
Nashville, Tennessee, United States

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Work Experience

Archer Investment Management

Partner, Senior Financial Planner

2022-01-01 - Present

NFP

Financial Planner

2018-02-01 - 2022-01-01

Principal Financial Group

Director of Sales - Retirement

2013-09-01 - 2018-02-01

Sage Rutty & Co., Inc

Retirement Plans Manager

2007-09-01 - 2013-08-01

Skills

investment management investment consulting to nonprofits financial planning women lgbt busy professionals sustainable investing dimensional fund advisors

Languages

English