Audrey Emerson, MS, CFP®
Real Life. Real Money. Real Financial Plans.
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Cultivating Wealth
Audrey Emerson, MS, CFP®
Bellingham, WA
Serving Clients Nationwide
Real Life. Real Money. Real Financial Plans.
Areas of Focus
- Divorce Financial Planning
- Education Funding
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Owning a Business
- Retirement Planning
- Women & Wealth
About Me
Audrey Emerson is a Financial Advisor at Cultivating Wealth and CFP® practitioner.Audrey’s journey in personal finance began in art school. Realizing her career choice might not come with a 401k match, her casual curiosity around personal finance turned into a more urgent interest.
After graduating with a film degree from the University of Southern California, Audrey found her niche as a producer for social impact entertainment and corporate video. Her work with companies such as Netflix, Devlo Media, Creative Visions, Al Jazeera, IMAX, and others has garnered several industry honors.
When Audrey caught herself reading the Summary Plan Document for a friend’s retirement plan for fun, she decided to officially pursue her passion for personal finance and began studying for the CERTIFIED FINANCIAL PLANNER® (CFP®) exam which she passed in November 2021.
Audrey is interested in helping creatives (and non-creatives) meet their financial and life goals and is excited to be supporting the team at Cultivating Wealth.
Currently, Audrey lives in Bellingham, WA, and loves to spend as much time outside as possible. If not at her desk, she may be out training for the Pan Mass Challenge bike ride or trying new restaurants!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Bellingham, WA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free 15-minute introductory call. We'll listen and learn more about you and your individual circumstances and financial planning needs. And we can answer your questions to help you decide if we're a good fit to work together.Offers Investment Management
Yes
About our Firm
Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.Our Simple Process for Cultivating Wealth:
✅ REAL LIFE. Real Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.
✅ REAL MONEY. Real Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.
✅ REAL PLAN. Real Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.
Cultivating Wealth is a fee-only Registered Investment Adviser. Our roots are in New York City, but we are now coast to coast and serve clients virtually nationwide.
We are proud of our independence and dedication to the highest standards in our industry. Our fiduciary standard means that we are required to put our client’s interests first. Fee-only means fewer conflicts of interest because we cannot receive commissions.
Education
Northwestern University, Master of Science - MS, Leadership for Creative Enterprises | University of Southern California, Bachelor's Degree, Film Studies
Hobbies and Interests
- Cycling
- Eating Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- LGBTQ
- Living in Retirement
- Newly Engaged / Newlywed
- Physicians
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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