Emily Wood, CFP®

Emily Wood, CFP®, has a diverse work experience in the field of financial planning and client management. Emily is currently a Partner and Chief Client Officer at Connecticut Wealth Management, LLC, where they focus on building strong relationships with clients and providing them with comprehensive financial planning services. Prior to this role, Emily served as the Director of Financial Planning at the same company.

Before joining Connecticut Wealth Management, Emily worked as a Financial Planner at the firm, where they developed their expertise in financial acumen and client success. Emily enjoyed coaching and teaching their clients about finance, helping them overcome obstacles and achieve their goals.

Emily also has a background in volunteer work, as they served as a VOLUNTEER Connecticut Money School Facilitator at the Connecticut Association for Human Services. In this role, they facilitated courses on various aspects of personal finance, including budgeting, credit counseling, homeownership planning, and retirement strategies.

Additionally, Emily has experience as a Financial Advisor at Asset Strategies, Inc., where they worked closely with a team to provide clients with a comprehensive approach to financial planning, asset management, and tax planning. As a fee-only Registered Investment Advisor, Emily adhered to a strict code of ethics to always act in the best interest of their clients.

Earlier in their career, Emily served as a Senior Customer Care Representative at First Niagara Bank. In this role, they had multiple responsibilities including management and training, operations and compliance, and providing exceptional customer service. Emily assisted personal and business clients with various financial concerns, such as daily finances management, long-term savings plans, retirement planning, and investment services.

Overall, Emily Wood, CFP®, has a strong background in financial planning, client management, and volunteer work, making their a well-rounded professional in the industry.

Emily Wood, CFP®, received a Bachelor's Degree in International Studies and Gender & Women's Studies from Hollins University, where they studied from 2009 to 2013. In 2015 to 2016, they attended Boston University to pursue a Certified Financial Planner program. Additionally, in December 2017, they obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board.