Narrative Financial

Financial Services

It can be daunting trying to DIY your financial future. The number of "I honestly have no idea where my money goes" and "what should I be doing with my money?" conversations I've had with friends over the years have been concerning and continues to increase. Over the past decade, I've worked alongside high net worth individuals in the financial services industry, helping preserve their wealth. Now, it's time for me to use my experience and skills so that a younger generation can build wealth. Read more

5 recommendations

  •  
    Danny K.

    Shared on yelp.com

    ... Afterwards Emily presented a comprehensive financial plan that was clear, concise and action oriented. ...

    Before deciding to work with Emily, I met and researched many financial advisors and though there are many advisors who mean well and are knowledgeable Emily stood out from the rest. ... Emily is a great listener, intelligent and is passionate about empowering her clients to make wise, healthy financial decisions...

    I would highly recommend Narrative Financial.

    Original recommendation
  •  
    Justin Isaac

    Shared on goo.gl

    When I first met with Emily to talk about getting our finances in order, we had no budget and no financial plan. ... She is professional, thoughtful, honest and met us exactly where we were in order to customize a financial plan for us that makes sense. We now not only have a monthly budget, but are regularly contributing to an IRA and planning for our children's future college education. Thanks Emily!

    Original recommendation
  •  
    Ariel Shin

    Shared on goo.gl

    Emily is easy to relate to, detailed, and competent. She listens closely and provides her guidance accordingly, in an open, honest, and straight forward manner. While other financial advisers make you feel like they’re “selling you,” Emily actually listens and creates a roadmap to achieve agreed upon goals. Would highly recommend Narrative Financial.

    Original recommendation
  •  
    Karyl Patredis

    Shared on goo.gl

    I attended a financial workshop presented by Narrative Financial and it was an excellent experience. ...

    ... Emily gives guidance without being demanding and takes the time to truly teach her clients about financial topics. There is a great deal of transparency and she does an incredible job of partnering with her clients to help them "take the blinders off" to their financial situation.

    You will not regret working with and learning from Emily at Narrative Financial! I highly recommend her.

    Original recommendation
  •  
    Jannette V.

    Shared on yelp.com

    I really enjoyed working with Emily. She's honest and gives you her suggestions and it's up to you to follow through with her recommendations.

    She'll mention her past mistakes and is relatable to her clients. I highly recommend her if you are looking for any financial advise.

    Original recommendation