Emily joined Penniall & Associates in 2006, and is a graduate from California State University, Fresno with a bachelor's degree in accounting. She is a CERTIFIED FINANCIAL PLANNER™ professional who enjoys working with clients to meet their financial goals. She is responsible for compiling financial plans and reports, and managing day-to-day client service requests. Emily has also obtained her Real Estate license, her Series 7 and 66 securities licenses and is a Registered Representative with United Planners.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.