Emily Haberkern | CERTIFIED FINANCIAL PLANNER™
Senior Financial Advisor
Emily Haberkern began her career in the Financial Services industry in February of 2008. Over the years, she has honed her skills in developing financial plans with a focus on wealth management, cash flow analysis, and retirement income strategies.
She has a passion for educating her clients on the strategies available to them, guiding them through life's challenges, and advocating for them to pursue their individual financial goals. As a working mom herself, Emily enjoys giving other working moms the tools and support they need to manage their personal and professional goals.
A graduate from Central Michigan University, she has a Bachelor of Science in Business Administration (BSBA) with a major in Personal Financial Planning. In addition to her CERTIFIED FINANCIAL PLANNER(tm) designation, she currently holds her Series 7 through LPL Financial, Series 63, and Series 65 securities registrations through Capital Asset Advisory Services and LPL Financial, and Life Accident and Health Insurance licenses.
Emily enjoys spending time with her husband, Ryan, her kids, Emmett and Loretta, and their two dogs, Ryleigh and Hailey. She is also active with the Savvy Ladies, Financial Planning Association, Women's Exchange of Washtenaw, and the annual Walk to End Alzheimer's.
Registered Representative of LPL Financial