Whitney Emanuel work email
- Valid
- Valid
Whitney Emanuel personal email
WHY WWG EXISTSWe remove fear & shame from your money experience. We provide education & collaborative financial planning customized to each client.WHO WE WORK WITHWe work with high income, purpose-driven executives to align their money with their deepest held values & priorities.WHAT WE DOWe specialize in values-based, purpose-driven financial planning at Whitney Wealth Group. We assist high-income individuals and families in growing tax-free wealth, navigating tax and estate planning, and achieving their financial goals, with a focus on overcoming money-related fears and shame. Collaboration, education, and accountability are central to our client experience.Partnering with Charles Schwab, we provide streamlined and efficient solutions, customizing limitless financial strategies for our clients. As a creative problem solver, I inspire and refine the vision behind your financial life plan.CORE VALUES:⭐ Education⭐ Joy & Peace⭐ Freedom from Judgment & Comparison⭐ Transformation⭐ Stewardship with ExcellenceWHAT MAKES US UNIQUE❤️ Heart-centered: we uncover the WHY behind your money. Not just the how and what.❤️ Smart tax planning: we audit your tax returns and implement specific strategies to reduce taxes today and in retirement.❤️ Strategic collaboration: we communicate with your attorney, accountant, and next generations to ensure we are all implementing the same plan.SERVICES WE PROVIDE✔Fee-Based Financial Planning & Coaching✔Wealth Management✔Tax & Estate PlanningREADY TO TALK?• Meet With Me: https://go.oncehub.com/WhitneyWealthGroup• Email Me: whitney@whitneywg.com• Visit Us: www.whitneywealthgroup.com• Call Me: 612-296-6939Advisory services offered through Van Clemens Wealth Management LLC, a registered investment adviser. Whitney Wealth Group and Van Clemens Wealth Management are separate entities. Van Clemens Wealth Management, reserves the right to monitor all electronic mail.
-
Public SpeakerWhitneyemanuel.ComMinneapolis, Mn, Us
-
Founder & Ceo, Financial AdvisorWhitney Wealth Group Apr 2017 - PresentI specialize in values-based, purpose-driven financial planning at Whitney Wealth Group. We assist high-income individuals and families in growing tax-free wealth, navigating tax and estate planning, and achieving their financial goals, with a focus on overcoming money-related fears and shame. Collaboration, education, and accountability are central to our client experience.Partnering with Charles Schwab, we provide streamlined and efficient solutions, customizing limitless financial strategies for our clients. As a creative problem solver, I inspire and refine the vision behind your financial life plan.CORE VALUES:⭐ Faith⭐ Family⭐ Health⭐ Joy⭐ Decisiveness⭐ Service
-
Public SpeakerWhitneyemanuel.Com Jan 2024 - PresentI deliver transformative workshops and talks focusing on overcoming financial fears, aligning time with core values, and building healthy money relationships. My sessions for teams, networking groups, and organizations provide practical tools and a judgment-free environment for personal growth. KEY TOPICS:| Women & Money: Relationship Status… It’s Complicated |Unravel the complexities of women's relationship with money by addressing both personal and societal narratives. Discover how to overcome fear and shame, empowering women to reclaim financial confidence and freedom.| Money Wisdom & Health: Uncovering Your Money Story to Unlock Your Potential |Explore your money narratives, uncover their origins, and learn practical strategies to conquer common financial fears and misconceptions.| Time Well Spent: Aligning Your Daily Actions with Your Deepest Held Values |Often, we live a life that we do not control. Learn to live on purpose by aligning your daily, weekly and monthly actions with your core values and priorities for ultimate fulfillment.FOR MORE INFOwww.whitneyemanuel.comwhitney@strategic-visionaries.com
-
Partner Development DirectorFirebase Movement Oct 2021 - Jan 2023Building relationships with current and potential donors to share the Good News of Jesus, the cross and His resurrection through Minneapolis-St. Paul. Also built relationships with partners to build a 24/7 house of worship and prayer.
-
Financial AdvisorEagle Strategies, Llc Jun 2014 - Jan 2019New York, Ny, UsFinancial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.Agent licensed to sell insurance through New York Life Insurance Company.Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
Financial AdvisorAmeriprise Financial Services, Inc. Feb 2011 - May 2014Minneapolis, Mn, UsAdvised clients in four key areas: cash & liabilities, insurance, investments and taxes & estate planning. Provided fee-based financial advice and asset management to a wide variety of clients. Built strong client relationships over the phone, obtaining referrals to gain a larger and more engaged client base. Led several focus groups to pioneer new financial planning approaches. Among leaders in production, financial planning and client engagement. -
Accounting AssistantMintahoe Catering & Events Dec 2009 - Dec 2010Minneapolis, Mn, Us
Whitney Emanuel Skills
Whitney Emanuel Education Details
-
University Of MinnesotaSpanish -
Southwest Mpls
Frequently Asked Questions about Whitney Emanuel
What company does Whitney Emanuel work for?
Whitney Emanuel works for Whitneyemanuel.com
What is Whitney Emanuel's role at the current company?
Whitney Emanuel's current role is Public Speaker.
What is Whitney Emanuel's email address?
Whitney Emanuel's email address is wh****@****mpf.com
What schools did Whitney Emanuel attend?
Whitney Emanuel attended University Of Minnesota, Southwest Mpls.
What are some of Whitney Emanuel's interests?
Whitney Emanuel has interest in Social Services, Children, Cooking, Economic Empowerment, Yoga, Health, Jesus, Education, Dancing, Reading.
What skills is Whitney Emanuel known for?
Whitney Emanuel has skills like Strategic Financial Planning, Non Profit Leadership, Retirement Income Strategies, Small Business Financial Management, Business Succession Planning, Customer Service, Spanish, Customer Satisfaction, Life Insurance, Disability Insurance, Long Term Care Insurance, Comprehensive Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial