Emma I. Foulkes, CFP®, CRPC®

Emma Foulkes is a CERTIFIED FINANCIAL PLANNER® professional who “gets it”—approachable when life is complex, direct when decisions can’t wait, and always focused on your next right move.

  • Emma Foulkes is a seasoned CERTIFIED FINANCIAL PLANNER® professional and US Army veteran who helps people turn their hard-earned success into lasting confidence and meaning. She specializes in retirement income distribution and estate and legacy coordination, offering guidance with empathy and precision to clients navigating life transitions — including widowhood, caregiving, and legacy planning.

    Having cared for her late mother, Emma brings a deeply personal understanding to her work, helping clients find both financial and emotional security. As a Certified Financial Planner Board of Standards, Inc., Subject-Matter Expert and member of the Council on Examinations, her insights have been featured in Forbes, Financial Planning Journal, and The Wall Street Journal.

    When she isn’t advising clients, Emma enjoys painting, traveling with her family, and indulging her wiggly-butt Boxer’s boundless energy.

“From dreams to dividends, I bridge the gap. Together we’ll chart your course to financial prosperity.".

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