Voluntarias Savvy Ladies

Emily Platt, CFP®

Biografía del voluntario

Emily Platt is a Senior Investment Associate at Wealthspire Advisors working to make sure her clients can sleep at night knowing their money is working for them. She specializes in investment management, budgeting, financial planning and ESG (Environmental, Social, Governance) investing.

Áreas de especialización (especificadas por el voluntario)

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