Director of Financial Planning
Emily is the Director of Financial Planning for Warren Street Wealth Advisors. Her core focus is working directly with clients. She also oversees training and education for Wealth Advisors.
Prior to joining Warren Street, Emily served as a Wealth Planner for a Family Office in Newport Beach. Emily has extensive experience counseling clients on all stages of the financial planning and wealth management process, with specializations in tax planning and multi-generational planning.
Earlier in her career, Emily worked as a client service manager and tax preparer for a fee-only wealth management firm in the San Francisco Bay Area serving high net worth individuals. Emily’s work experience is complemented by her insight into the often complex behavioral aspects of family finances.
Emily attained her CERTIFIED FINANCIAL PLANNER™ designation in 2015. She earned a Bachelor’s degree in English from the University of California, Berkeley.
When not working, Emily loves spending time with her three kids, reading, running, and hiking. Emily and her 20-year-old daughter are weightlifting partners, and they have a lot of fun being workout buddies and keeping each other accountable.
