Emily Biehler, Cfp®, Cepa® Email and Phone Number
Emily Biehler, Cfp®, Cepa® work email
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Emily Biehler, Cfp®, Cepa® personal email
I have a strong passion for helping people understand their financial future and love supporting them in pursuing their dreams. I have recently co-founded a financial firm to partner together and support our clients as they move along their plan. Specialties:•Comprehensive Financial Planning•Behavioral Coaching•Retirement Planning•Wealth Management•Estate Planning•Investment Management•Client Experience•Small Business CoachingCheck the background of investment professionals associated with this site on FINRA’s BrokerCheck
Trailwise Financial Partners
View- Website:
- trailwisefp.com
- Employees:
- 4
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Certified Financial Planner And Co-FounderTrailwise Financial PartnersGolden, Co, Us
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Certified Financial Planner & Co-FounderTrailwise Financial Partners Nov 2019 - PresentEmily Biehler and Nick Rose founded TrailWise Financial Partners with a vision to offer clients an empowering approach to their financial journey. We believe we all have a relationship with money that has been formed by personal life experience. We have a responsibility to ourselves to understand this relationship and proactively engage in improving our future. At TrailWise Financial Partners, our focus is on improving financial behavior through accountability with a goal of improving your overall outcome. As Certified Financial Planner™ Professionals, we apply a fiduciary standard of care to all aspects of your financial journey. We partner with you to develop complex financial strategies to create a plan that aligns with your values and goals. As this plan begins to unfold, we strongly believe our role in this relationship is to provide clarity in your financial decisions to help you Find Your Path.
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Certified Financial PlannerSummit Wealth Group Nov 2014 - Nov 2019Colorado Springs, Colorado, Us -
Registered Financial AssistantSummit Wealth Group Jan 2013 - Nov 2014Colorado Springs, Colorado, Us- Review and analyze information and develop recommendations for the advisor - Support advisor in all matters of client Account Management and Financial Planning - Implement, update and monitor any client recommendations - Offer highest client service and continue building the relationship with our clients
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ParaplannerPfg Advisors May 2011 - Dec 2012• Coordinator for Financial Planning Department• Manage eMoney software and prepare client presentation• Assist Advisors with servicing client accounts and preparing for review• Communicate with clients and other advisors to gather information
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Recruitment Director/Financial AssistantSouthwest Financial Group, A General Agency Of Massachusetts Mutual Life Insurance Company Sep 2009 - May 2011Recruitment Coordinator- Initiate contact with new prospective recruits- Track and monitor recruiting goals and progress- Connect with Centers of Influence- Perform initial interviews with candidates- Host a booth and provide information at multiple career eventsFinance Assistant- Assist the company CFO with payments and reporting- Publish weekly reports on company performance- Build new goals tracking in Excel spreadsheets- Organize and manage files
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City Bank Texas – Customer ServiceCity Bank Aug 2008 - Sep 2009Lubbock, Texas, Us- Assisted account holders with any issues on the account level- Displayed excellent Customer Service as the front-line liaison for every department- Opened new accounts - Updated and made changes for existing customers- Processed various transactions and forms - Cross-trained to help out other departments of the bank
Emily Biehler, Cfp®, Cepa® Skills
Emily Biehler, Cfp®, Cepa® Education Details
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Texas Tech UniversityPersonal Financial Planning -
Texas Tech University - Rawls College Of BusinessInternational Business
Frequently Asked Questions about Emily Biehler, Cfp®, Cepa®
What company does Emily Biehler, Cfp®, Cepa® work for?
Emily Biehler, Cfp®, Cepa® works for Trailwise Financial Partners
What is Emily Biehler, Cfp®, Cepa®'s role at the current company?
Emily Biehler, Cfp®, Cepa®'s current role is Certified Financial Planner and Co-Founder.
What is Emily Biehler, Cfp®, Cepa®'s email address?
Emily Biehler, Cfp®, Cepa®'s email address is eb****@****oup.com
What schools did Emily Biehler, Cfp®, Cepa® attend?
Emily Biehler, Cfp®, Cepa® attended Texas Tech University, Texas Tech University - Rawls College Of Business.
What skills is Emily Biehler, Cfp®, Cepa® known for?
Emily Biehler, Cfp®, Cepa® has skills like Customer Service, Retirement Planning, Wealth Management, Financial Accounting, Investments, Strategic Financial Planning, Estate Planning.
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