Money touches nearly every part of life — the choices you make, the people you care for, the opportunities you pursue, and the future you're building.
That’s why Eileen believes financial planning should begin with something much more human than numbers:
ABOUT EMERALD WEALTH
Experienced guidance
& personal approach
Emerald Wealth partners with organizations dedicated to professional, independent, and client-focused financial advice.
Emerald Wealth brings both.
Advanced business education that brings another perspective to financial decision-making, strategy and problem-solving.
Training that brings behavioral finance and values-based conversations into financial planning—helping connect financial decisions with what matters most to you.
Specialized education in retirement planning and the financial decisions surrounding this important life transition.
Specialized education in the financial issues surrounding divorce and major financial transitions.
Rigorous training in comprehensive financial planning and a commitment to CFP Board's fiduciary standard.
memberships & Affiliations
I founded Emerald Wealth because I believe financial planning should feel personal.
Your finances are connected to nearly every meaningful part of your life — your family, your independence, your career, your home, your travels, and the future you’re building. My role is to help bring all of those pieces together into a plan that feels clear, thoughtful, and uniquely yours.
As a Certified Financial Planner® professional, I work closely with individuals and families through life’s biggest transitions and decisions — from building and protecting wealth to divorce, retirement, estate planning, insurance, and planning across borders.
Fluent in Spanish and member of the Global Financial Planning Institute, I also bring an international perspective to clients whose lives, families, or financial interests extend beyond one country.
But above all, I want you to have a place where you can ask questions, talk openly about money, and know someone is looking at the whole picture.
our approach
When you understand where you stand and where you’re going, financial decisions become a lot less overwhelming.
Thoughtful planning today gives you more choices — and more freedom to create the future you actually want.
Your goals, values, family, and life come before the numbers. Always.
