Get to know us.

Jeff Emminger, CFP®

Describe your perfect day?

A slow morning with a hot cup of coffee and a mountain view, breakfast with my family, an afternoon round of golf with good friends, making a meal with my wife (cooking together is a luxury), a family walk, and an engrossing movie that makes me dream of moving out west.

What do you most like about your job?

I believe that people live their most fulfilled lives when their use of money aligns with their deepest values. The thing I like most about my job is uncovering those values to shepherd clients in their journey of finding that alignment.

Surprise us, something we don't know about you?

I enjoy woodworking, especially restoring wooden golf clubs in my garage shop.

How long have you worked in Financial Services?

10+ years

About

With over 10 years of experience in financial services, Jeff is passionate about helping clients align their money with their deepest values. He enjoys working with clients at all stages along their journey. A natural teacher, he loves breaking down complex topics into clear, actionable steps. Jeff started his career at Vanguard where he built a strong base in investments and earned his CFP® certification in 2018. Over the last 7+ years, Jeff worked hand-in-hand with clients at an RIA in Charlotte to guide them through all aspects of financial planning. Jeff lives in North Carolina with his wife, and their 3 kids. Outside of work, he enjoys travelling, hiking, mountain biking, golf, and a good cup of strong coffee.

Education

Bachelors of Business Administration - North Carolina State University CFP® Certification Program - New York University

Expertise

Investments, Budgeting, Retirement Savings, Small Business Retirement Plans, Tax Planning, Education Planning, Charitable Giving.

Experience

Jeff began his career in finance at Vanguard as a Brokerage Professional, then Retirement Specialist. He spent the last seven and a half years at an RIA as a Senior Advisor and Director of Financial Planning.