Audrey Emerson, MS, CFP®
Real Life. Real Money. Real Financial Plans.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor in Bellingham, Washington?
Financial Planning For Women By Life Stage And The Advisors Who Serve Them
Financial Planning for Technology Professionals
Looking for a Financial Advisor for Singles?
Looking for a Financial Advisor for Travel Lovers?
