Emily George, Cfp®, Cepa
About Emily George, Cfp®, Cepa
Emily George is a Senior Wealth Strategy Associate and Planning Specialist at UBS, where she has worked since 2016. She holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA) designations, demonstrating her expertise in financial and exit planning.
Work at UBS
Emily George serves as a Senior Wealth Strategy Associate and Planning Specialist at UBS, a role she has held since 2016. She operates within the Greater St. Louis Area and is part of Impact Wealth Consultants, a division of UBS Financial Services Inc. In her position, she focuses on developing and implementing wealth management strategies tailored to clients' needs.
Education and Expertise
Emily George earned her Bachelor of Science in Human Environmental Sciences from the University of Missouri-Columbia, where she studied Personal Financial Management Services from 2009 to 2013. She holds the Certified Financial Planner (CFP®) designation, which signifies her expertise in financial planning. Additionally, she has achieved the Certified Exit Planning Advisor (CEPA) designation, highlighting her specialization in exit planning for business owners.
Background
Emily George has a background in financial services, with a focus on wealth management. Her educational qualifications and professional designations support her role in providing strategic financial advice. She has been active in the financial planning sector since completing her degree, contributing to her extensive experience in the field.
Achievements
Emily George has achieved notable professional designations, including the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA). These credentials reflect her commitment to professional development and her expertise in financial planning and exit strategies for business owners.