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Emily Taken-Vertz, CFP®

Wealth Manager

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 working with clients around the practical implementation of long-term wealth planning strategies.

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

Education
  • BA, Communications and Media Studies, Hunter College
  • Personal Financial Planning Program, University of California, Berkeley
Highlights
  • Emily Taken-Vertz is a CERTIFIED FINANCIAL PLANNER™ professional
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