Emily Benedetto

Financial Advisor at Abacus Wealth Partners

Emily Benedetto is currently a financial advisor at Abacus Wealth Partners. Emily has previous experience working as an operations manager, wholesale key account manager, enrichment & communications manager, and content manager.

Emily has always been interested in helping others achieve their goals. Emily began their career in customer service and soon realized that they had a knack for streamlining processes and improving efficiency. Emily transitioned into management roles where they could utilize their skills to help businesses run smoothly.

Emily is a creative problem solver and enjoys finding innovative solutions to challenges. In their previous role as operations manager at Pacific Ocean Pediatrics, they were responsible for overseeing all aspects of the practice, from payroll and HR to medical staff contracts and website development. Emily was instrumental in transitioning the office from paper charts to digital charts, a process that saved the practice time and money.

In their current role as a financial advisor, Emily uses their experience and knowledge to help their clients reach their financial goals. Emily takes a holistic approach to wealth management, providing personalized advice and guidance on investment strategies, retirement planning, and more. Emily is passionate about helping their clients build a solid foundation for their financial future.

Some of their coworkers include Christopher Stroup - Financial Advisor, Ariel Ward - Financial Advisor, and Emily Benedetto - Financial Advisor. Emily Benedetto reports to Barrett Porter, Chief of Advisory Services.

Timeline

  • Financial Advisor

    Current role

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