CFP®, CPFA
Gaertner Investment Consulting Group, UBS
With over twenty years of experience, Emily’s has finetuned her emphasis on total Retirement Plan portfolio management. She assists clients with fiduciary compliance, manager and vendor searches, fee analysis and the overall client experience.
Emily also earned the prestigious Certified Financial Planner™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA) designations. She is an active committee member (Conference Co-Chair, 2022) for Women in Retirement Conference as a part of the American Retirement Association and WIPN (We Inspire Promote Network). Additionally, Emily has been recognized by the National Association of Plan Advisors (NAPA) as one of the Top Women Advisors in 2015, and the Top 50 Under 40 for two consecutive years (2015 & 2016).
440-414-2752
Westlake, OH
Retirement Plans: 100
Participants: 18,000
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