For over two decades, Emilie Goldman, CFA, CFP®, has been using her financial planning skills, training and experience to help Bay Area families and individuals make smart choices about their financial lives.
Emilie earned her MBA from UC Berkeley and her B.S. from the University of Denver. She is a member of the CFA Institute, the Securities Analysts of San Francisco and the Financial Planning Association.
Emilie's "A Ha," career moment...
"The path of my career took a sharp turn when I realized that taking a holistic approach to finance planning and helping families define and achieve their most cherished financial life goals, is much more personally satisfying - and impactful - than the investment-focused roles I held previously."
This insight has led to her focus on creating financial freedom for busy families like her own.
Emilie thoroughly enjoys being a mom. In her spare time, she loves running marathons - especially with her sisters, practicing Bikram (hot) yoga, exploring the US on road trips, cooking, and reading voraciously. She and her husband live in San Carlos, CA with their three children.