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Emily Taken-Vertz, CFP®

Wealth Manager LinkedIn

About

Emily works closely with both private and institutional clients in comprehensive financial planning and investment management. Her work focuses on tax planning, intergenerational wealth transfer, and the practical implementation of long-term wealth planning strategies.

Prior to joining B|O|S, Emily served as a financial advisor for Brouwer & Janachowski in Mill Valley.

  • B.A., Communications and Media Studies, Hunter College
  • Personal Financial Planning Program, University of California, Berkeley

  • Certified Financial Planner™
  • Series 65 license holder
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