Suggestions
Cfp® Emily Taken-Vertz
Private Wealth Management
Emily Taken-Vertz, a Cfp® professional, is an accomplished individual with a diverse educational background and experience in various organizations.
She pursued her education at San Francisco University High School and furthered her studies at Macaulay Honors College at The City University of New York.
Emily currently serves as the Principal, CFP® at B - O - S, which was acquired by Cerity Partners. Prior to this role, she held the position of Wealth Advisor, CFP® at Brouwer & Janachowski, also acquired by Cerity Partners.
Her previous experiences include working as the Manager of Business Development at Sustainable Brands, Brand Strategy, and Management at Huddle Agency, and Manager of Artist Engagement and Content at RightsFlow, Inc., which was acquired by YouTube.
