A native Californian, Emily is proud to call Sonoma County home. After attending Saint Mary’s College of California & John Cabot University in Rome, Italy, she graduated with a Bachelor of Science in Business Administration and Economics. She returned to Sonoma County to set down roots to be near family and friends.
Oculus’ collaborative and holistic financial planning approach drew Emily to the firm. She has always had a passion for helping people accomplish their goals. Emily enjoys building long lasting relationships with clients and helping make the financial world easier for clients to understand no matter what stage of life they are in, educating them to have the knowledge to make the best decisions possible for their unique situation.
Emily has her Series 7 & 66 Securities licenses as well as her Life, Health & Accident Insurance license. Currently, she is studying to achieve the CERTIFIED FINANCIAL PLANNER™ designation and bring more knowledge back to her clients.
In Emily’s spare time you can find her with her other half, Kevin, working on the next home project, in the kitchen baking for friends and family, or playing with their Golden Retrievers, Penny & Millie.
Emily can be reached at 707-230-6525 or at email@example.com