Could Your Money Work Harder For You?
Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s my goal to serve every aspect of your financial life to provide guidance and insights.
From One Professional to Another / Let’s Work Together
Your goals are my goals. Regardless of your background, I believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.
My Clients
Helping investors from every background
Market Outlook Webinar
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If you have any questions regarding the webinar, please contact Jessica Pelaccio at Jessica.Pelaccio@cnr.com.
RBC Rochdale is the brand name of City National Rochdale, LLC. an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise.
City National Bank is a subsidiary of the Royal Bank of Canada.
Emma Nelson is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners is not affiliated with Emberlight Financial or RBC Rochdale. Event is for educational purposes only.
Emberlight Financial and RBC Rochdale are non-affiliated separate legal entities.
Schedule A Free Consultation
If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how I can best serve you.
What I Do
When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.
I am a knowledgeable professional with extensive industry experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on me.
My Three-Step Process
STEP
1
Get to Know You
The more I know about you, your finances, and your goals, the better I can strategize.
STEP
2
Strategize
I’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.
STEP
3
Execute
Life changes? Market volatility? I’ll keep your financial blueprint on track every step of the way.
Get your financial journey started today.
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Schedule A Free Consultation
I’d love to learn more about your financial goals. My form is the best way to schedule an introductory call.