Emily Haberkern, CFP®
Partner, Senior Financial Advisor
Emily Haberkern is a Partner, CERTIFIED FINANCIAL PLANNERTM professional, and Senior Financial Advisor with Evangelista & Associates.
Emily has a passion for educating her clients on the financial strategies available to them, guiding them through life's many challenges, and empowering them to align their financial goals with their personal values. She believes in showing clients precisely how much they need to save for their future so they have the freedom to enjoy their lives today. She enjoys helping clients transition from money getting in the way of their lives, to money being a valuable resource for fulfilling their passions in life.
With a desire to continuously deepen her knowledge base, Emily is working to obtain her Master’s Degree in Personal Financial Planning through Kansas State University.
A graduate of Central Michigan University, she has a Bachelor of Science in Business Administration (BSBA) with a major in Personal Financial Planning. In addition to her CERTIFIEDFINANCIALPLANNER™ 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, and her kids, Emmett and Loretta. She is also active with the Financial Planning Association, Financial Therapy Association, Women's Exchange of Washtenaw, and the annual Walk to End Alzheimer's.
Registered Representative of LPL Financial
*For Emily Haberkern, Insurance is offered in CA as an insurance representative
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.