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Emily Harper, Cfp® Email & Phone Number
Chief Strategy Officer (CSO)
at
Monument Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Strategy Officer (CSO)
Location
New Alexandria, Virginia, United States
Company size
Who is Emily Harper, Cfp®? Overview
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Quick answer
Emily Harper, Cfp® is listed as Chief Strategy Officer (CSO) at Monument Wealth Management, a with 10 employees, based in New Alexandria, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Emily Harper, Cfp®.
Emily Harper, Cfp® previously worked as Vice President & Partner at Monument Wealth Management and Private Wealth Advisor at Monument Wealth Management. Emily Harper, Cfp® holds Master Of Business Administration - Mba from University Of Virginia Darden School Of Business.
Company email context
Email format at Monument Wealth Management
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Monument Wealth Management
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Profile bio
About Emily Harper, Cfp®
Emily Harper, Cfp® is a Chief Strategy Officer (CSO) at Monument Wealth Management.
Current workplace
Emily Harper, Cfp®'s current company
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Monument Wealth Management
6 roles
Emily Harper, Cfp® work experience
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Vice President & Partner
In this expanded leadership role, I still collaborate closely with Monument's clients through the Private Wealth Design process to make sense of their complex financial lives, remove anxiety of the unknown, and help high-net-worth families achieve their life goals. As a Partner at Monument, I support employee development, strategic planning, and managing the operations of our wealth management practice. About Monument Wealth Management:On paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry. Our Team provides opportunities for business professionals and high-net-worth investors to get where they most want to go—and tap not just their potential for wealth, but their potential for living.For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com.
Private Wealth Advisor
Investor Center Manager
Jan 2016 - Sep 2017
Financial Consultant
Mar 2014 - Jan 2016
Service Specialist
Aug 2012 - Mar 2014
Team & coworkers
Colleagues at Monument Wealth Management
Other employees you can reach at monumentwealthmanagement.com. View company contacts for 10 employees →
DC
Dean Catino, Cfp®, Cpwa®, Crpc®
Colleague at Monument Wealth ManagementNew Alexandria, Virginia, United States
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CG
Cecelia Gilliam
Colleague at Monument Wealth ManagementArlington, Virginia, United States
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MT
Maren Topp
Colleague at Monument Wealth ManagementGlen Allen, Virginia, United States
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NT
Nate Tonsager, Cipm®
Colleague at Monument Wealth ManagementEast Northport, New York, United States
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JG
Jessica Gibbs, Cfp®
Colleague at Monument Wealth ManagementAlexandria, Virginia, United States
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KW
Kayla Wolfe
Colleague at Monument Wealth ManagementBurke, Virginia, United States
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Dean Catino, Cfp®, Cpwa®, Crpc®
Colleague at Monument Wealth ManagementNew Alexandria, Virginia, United States
View →
CG
Cecelia Gilliam
Colleague at Monument Wealth ManagementArlington, Virginia, United States
View →
MT
Maren Topp
Colleague at Monument Wealth ManagementGlen Allen, Virginia, United States
View →
NT
Nate Tonsager, Cipm®
Colleague at Monument Wealth ManagementEast Northport, New York, United States
View →
JG
Jessica Gibbs, Cfp®
Colleague at Monument Wealth ManagementAlexandria, Virginia, United States
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KW
Kayla Wolfe
Colleague at Monument Wealth ManagementBurke, Virginia, United States
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2 education records
Emily Harper, Cfp® education
Master Of Business Administration - Mba
University Of Virginia Darden School Of Business
Bachelor Of Arts - Ba
University Of Virginia
FAQ
Frequently asked questions about Emily Harper, Cfp®
Quick answers generated from the profile data available on this page.
What company does Emily Harper, Cfp® work for?
Emily Harper, Cfp® works for Monument Wealth Management.
What is Emily Harper, Cfp®'s role at Monument Wealth Management?
Emily Harper, Cfp® is listed as Chief Strategy Officer (CSO) at Monument Wealth Management.
Where is Emily Harper, Cfp® based?
Emily Harper, Cfp® is based in New Alexandria, Virginia, United States while working with Monument Wealth Management.
What companies has Emily Harper, Cfp® worked for?
Emily Harper, Cfp® has worked for Monument Wealth Management and T. Rowe Price.
Who are Emily Harper, Cfp®'s colleagues at Monument Wealth Management?
Emily Harper, Cfp®'s colleagues at Monument Wealth Management include Dean Catino, Cfp®, Cpwa®, Crpc®, Cecelia Gilliam, Maren Topp, Nate Tonsager, Cipm®, and Jessica Gibbs, Cfp®.
How can I contact Emily Harper, Cfp®?
You can use AeroLeads to view verified contact signals for Emily Harper, Cfp® at Monument Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Emily Harper, Cfp® attend?
Emily Harper, Cfp® holds Master Of Business Administration - Mba from University Of Virginia Darden School Of Business.
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