Emilie Andres, Financial Advisor, CFP®

Emilie is passionate about financial planning with a big heart to educate and empower clients to achieve their financial goals.

With a comprehensive understanding of financial planning, Emilie provides personalized and actionable advice tailored to each client's unique needs and goals, from retirement planning to tax-efficient investing. She values building long-term relationships and having a positive impact on clients’ financial futures.

Education & Certifications

  • University of the Pacific - Bachelor of Science, Finance

  • Indiana University - MBA

  • Certified Financial Planner (CFP®)

Out of the Office

Emilie volunteers with Advisors Give Back to provide pro bono financial guidance to participants to ensure they have the knowledge and guidance necessary for their financial success.

Living close to Folsom’s bike paths, Emilie spends some of her free time either walking or biking the trails with friends and family.  She can be seen hanging out with family while wine tasting or trying a new recipe. She has traveled extensively and looks forward to new travel adventures.