Advisor

A CERTIFIED FINANCIAL PLANNER® professional and US Army veteran, Emma Foulkes specializes in retirement income distribution and estate and legacy coordination. She helps clients navigate significant life transitions, including widowhood, caregiving responsibilities, and legacy planning, with both empathy and precision.

Having cared for her late mother, Emma brings personal experience to her work, understanding the intersection of financial and emotional security during challenging times. As a Certified Financial Planner Board of Standards, Inc. Subject-Matter Expert and member of the Council on Examinations, she contributes to the development of industry standards and best practices.

Emma’s insights have been featured in Forbes, Financial Planning Journal, and The Wall Street Journal.

When not advising clients, Emma enjoys painting, traveling with her family, and spending time with her energetic Boxer.