Emily Promise CFP®, CDFA®, AIF®, APMA®, CRPC®

Financial Advisor

I am a financial advisor where my main task is to serve as a trusted advisor and contact for the families, individuals, and non-profit organizations that rely on the team and me to manage their financial future. My role is much more than an investments advisor or planner; I strive to be a Chief Financial Officer for those we serve.

By serving as a trusted advisor, I help others craft a plan to reach their goals. The opportunity to help others plan for significant life events, whether retirement, selling a business, or generational wealth planning, and then seeing them achieve their dreams is unparalleled. One of my primary passions is to help educate female investors and empower them to control their finances. Nothing gives me more fulfillment than helping a family plan the road map for their financial future or offering a business owner peace of mind.

Professional Designations, Certifications, Registrations, and Licenses

CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
Certified Divorce Financial Analyst, CDFA®, Institute for Divorce Financial Analysts
Accredited Portfolio Management Advisor, APMA®, College for Financial Planning
Charted Retirement Planning Counselor, CRPC®, College for Financial Planning
Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
CFA® Investment Foundations Certifications, CFA® Institute
Registered representative of Commonwealth Financial Network®
FINRA Series 7 securities registration
FINRA Series 66 (Investment Adviser Representative) securities registration

Professional Memberships

Greensboro Society of Financial Service Professionals, Financial Literacy Committee (Board member)
SynerG Young Professionals, Greensboro
SPUR in Marblehead (Finance committee)
Commonwealth Financial Network’s Women’s Advisory Council