Emily Promise CFP®, CAP®, 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
- The Chartered Advisor in Philanthropy®, CAP®,The American College of Financial Services
- 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
- Commonwealth Financial Network’s Women’s Advisory Council
- High Point University, Phillips School of Business Advisory Board
- SPUR (Marblehead MA) Treasurers, Board Member
- Greensboro Society of Financial Service Professionals, Board Member
- Women’s Business League, Marblehead MA, President
Education
- High Point University, High Point, NC – B.S. in Finance and Accounting
Personal Points
My superpower would be…
To uplift with positivity
My top 3 reads and podcasts are…
Mind Gym by Gary Mack ,The Help by Kathryn Stockett, The Hardy Boys or Nancy Drew series
My favorite restaurant is…
Shubies in Marblehead; nothing will ever beat their craft your own salad station and their potatoes baras
My favorite quote is…
“Champions are built in the off season”
My happy hour order is…
Club soda, vodka, and lime
My dream travel destination is…
Hawaii
