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Emily Biehler, Cfp®, Cepa® Email & Phone Number
Certified Financial Planner and Co-Founder
at
TrailWise Financial Partners
1 work email found
@summitwealthgroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner and Co-Founder
Location
Golden, Colorado, United States
Company size
Who is Emily Biehler, Cfp®, Cepa®? Overview
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Quick answer
Emily Biehler, Cfp®, Cepa® is listed as Certified Financial Planner and Co-Founder at TrailWise Financial Partners, a company with 4 employees, based in Golden, Colorado, United States. AeroLeads shows a work email signal at summitwealthgroup.com and a matched LinkedIn profile for Emily Biehler, Cfp®, Cepa®.
Emily Biehler, Cfp®, Cepa® previously worked as Certified Financial Planner & Co-Founder at Trailwise Financial Partners and Certified Financial Planner at Summit Wealth Group. Emily Biehler, Cfp®, Cepa® holds M.S., Personal Financial Planning from Texas Tech University.
Company email context
Email format at TrailWise Financial Partners
This section adds company-level context without repeating Emily Biehler, Cfp®, Cepa®'s masked contact details.
*@summitwealthgroup.com
68% confidence
AeroLeads found 1 current-domain work email signal for Emily Biehler, Cfp®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About Emily Biehler, Cfp®, Cepa®
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
Listed skills include Customer Service, Retirement Planning, Wealth Management, Financial Accounting, and 3 others.
Current workplace
Emily Biehler, Cfp®, Cepa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Trailwise Financial Partners
7 roles
Emily Biehler, Cfp®, Cepa® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner & Co-Founder
CurrentEmily 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.
Nov 2019 - Present
Certified Financial Planner
Nov 2014 - Nov 2019
Registered Financial Assistant
- 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
Jan 2013 - Nov 2014
Paraplanner
Pfg Advisors
- 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
May 2011 - Dec 2012
Recruitment Director/Financial Assistant
Southwest Financial Group, A General Agency Of Massachusetts Mutual Life Insurance Company
Recruitment 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.
Sep 2009 - May 2011
City Bank Texas – Customer Service
- 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
Aug 2008 - Sep 2009
2 education records
Emily Biehler, Cfp®, Cepa® education
M.S., Personal Financial Planning
Texas Tech University
B.B.A., International Business
Texas Tech University - Rawls College Of Business
FAQ
Frequently asked questions about Emily Biehler, Cfp®, Cepa®
Quick answers generated from the profile data available on this page.
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 TrailWise Financial Partners?
Emily Biehler, Cfp®, Cepa® is listed as Certified Financial Planner and Co-Founder at TrailWise Financial Partners.
What is Emily Biehler, Cfp®, Cepa®'s email address?
AeroLeads has found 1 work email signal at @summitwealthgroup.com for Emily Biehler, Cfp®, Cepa® at TrailWise Financial Partners.
Where is Emily Biehler, Cfp®, Cepa® based?
Emily Biehler, Cfp®, Cepa® is based in Golden, Colorado, United States while working with TrailWise Financial Partners.
What companies has Emily Biehler, Cfp®, Cepa® worked for?
Emily Biehler, Cfp®, Cepa® has worked for Trailwise Financial Partners, Summit Wealth Group, Pfg Advisors, Southwest Financial Group, A General Agency Of Massachusetts Mutual Life Insurance Company, and City Bank.
How can I contact Emily Biehler, Cfp®, Cepa®?
You can use AeroLeads to view verified contact signals for Emily Biehler, Cfp®, Cepa® at TrailWise Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Emily Biehler, Cfp®, Cepa® attend?
Emily Biehler, Cfp®, Cepa® holds M.S., Personal Financial Planning from Texas Tech University.
What skills is Emily Biehler, Cfp®, Cepa® known for?
Emily Biehler, Cfp®, Cepa® is listed with skills including Customer Service, Retirement Planning, Wealth Management, Financial Accounting, Investments, Strategic Financial Planning, and Estate Planning.
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