Hello, I'm Emily
As a CERTIFIED FINANCIAL PLANNER tm and Certified Public Accountant, my goal is to help clients achieve their goals and meet their financial needs.
I offer tax planning and preparation services as well as accounting and financial organization assistance. I also help small businesses and non-profits establish and maintain financial and organizational systems.
CERTIFIED PUBLIC ACCOUNTANT
The "CPA" is a State Board of Accountancy license issued upon satisfaction of rigorous testing, education, and work experience requirements in the areas of accounting, including taxation, business, financial accounting, and auditing.
CERTIFIED FINANCIAL PLANNER
The "CFP" is a highly regarded Board of Standards designation issued upon fulfillment of specific work experience, extensive education, and rigorous testing requirements in the areas of investment, tax, retirement, protection, and estate planning.
California State license to facilitate residential property sales. Work closely with clients to identify and purchase land, income properties, and homes. Perform market comparisons, cost analysis, research legal issues, review contracts and ensure adherence, troubleshoot various issues.
College for Financial Planning
MASTERS DEGREE PERSONAL FINANCIAL PLANNING
This degree covers a multitude of financial planning topics including principles of financial planning, insurance, employee benefits, investment and securities analysis, income tax, estate, and retirement planning.
Western Governor's University
BACHELOR'S DEGREE ACCOUNTING
Skills and knowledge attained include: Accountability of funds, Accounting methods (Cost, Fund, Enterprise, Managerial, Project), Auditing, Communication, Ethics, Financial Reporting, GAAP
Adobe Design Suite
1995 - 2018
ASSOCIATE FINANCIAL ADVISOR
Develop comprehensive financial plans detailing all areas of a client’s financial health in order to help them achieve their goals.Make recommendations for action based on the client’s unique financial history, goals, and resources using a tremendous amount of care and persistence.Analyze securities based on corporate health, market conditions, client objectives, and other factors in an effort to select superior securities for inclusion in portfolios.Perform transactions and trades with an extremely attentive eye for detail to ensure absolute accuracy.
TAX PREPARATION & SMALL BUSINESS MGMT
Recordkeeping and Tax Preparation for Individuals, Non-Profits, Sole Proprietors, S-corps, and LLC’s. Work closely with clients to compile data and offer solutions for complex tax-related questions. Help clients to position themselves for either current or future reduction in tax burden and/or potential penalties through the use of tax-planning strategies. Work with clients to establish recordkeeping systems and streamline financial management processes as well as office infrastructure through use of appropriate organizational systems and technology.
1995 - 2018
FINANCE & OPERATIONS MANAGER
Provide financial and operations management services to a non-profit public foundation. Direct all financial duties including accounting, tax preparation, budgeting, reporting, grant issuance and tracking, donor advised funds and managed projects. Collaborate with various organizations, businesses, and government agencies to develop project scope, cost estimates, work matrices and timelines for projects containing multiple elements, in order to compile a comprehensive, multifaceted project budget and ensure completion on time and on budget.