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
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 connected with the Global Financial Planning Network, 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 values. your plans.
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.
CLARITY CREATES FREEDOM
strategic planning
PEOPLE FIRST
Financial planning is personal.
Because wealth is about more than money.
Create the freedom to travel, give, spend time with the people you love, and build a life that feels like yours.
A MORE FULFILLED LIFE
Protect what matters most.
Thoughtful planning to help safeguard what you’ve built, care for the people you love, and prepare for what comes next.
ESTATE PLANNING & INSURANCE
Clarity during a season of change.
Understand your options, protect your financial future, and move forward with greater confidence.
DIVORCE FINANCIAL PLANNING
A financial life without borders.
Navigate the complexities of living, investing, retiring, and building wealth across countries with greater clarity.
CROSS-BORDER PLANNING
Make your next chapter one you’re ready for. Build a thoughtful strategy for the life you want to enjoy—today and well into retirement.
RETIREMENT PLANNING
Your financial life is about so much more than numbers. It’s about the future you’re building, the people you love, the choices you want to have, and the life you want to enjoy along the way.
Put your wealth to work with intention.
A disciplined, personalized investment approach designed around your goals, timeline, and bigger picture.
INVESTMENT MANAGEMENT
OUR SERVICES
Whether you’re preparing for retirement, navigating change, or simply wondering what’s possible from here, let’s start with a conversation.