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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Taken-vertz is a Certified Financial Planner® and Investment Advisor Representative. Emily has been in the industry since 2013 and has worked at several firms, including Brouwer & Janachowski, LLC and B|O|S, before joining Cerity Partners LLC in 2021. Emily specializes in providing financial planning and investment management services to individuals, families, and businesses. Emily has a strong understanding of the financial markets and a passion for helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/03/2021 - Present
Cerity Partners LLC (SAN FRANCISCO CA)
IA
Issued 10/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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