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Emily Zeigler, CFP®

Emily Zeigler, CFP®

Director of Advanced Planning

Emily Zeigler, Certified Financial Planner®, is C&A Financial Group’s Director of Advanced Planning. She’s an expert problem solver for business owners and families, optimizing their wealth accumulation, distribution, and legacy strategies. Emily and her team bring a first class, family office experience to the community. 

Emily received her bachelor’s in business from James Madison University and CFP® from NYU. She started her career working in Latin America in the field of microfinance. She then spent time managing her family’s business and its ultimate sale, before she found her home and passion for planning at C&A.  

While Emily takes great pride in her work, her greatest gifts are at home. Her and her husband, Kevin, are parents to Zoey (3) and Austin (1). Together, they enjoy living at the beach, vacationing to the mountains, and savoring the moments of raising a young family.  

Emily was recently inducted into the Hall of Fame for the Academy of Finance at Manasquan High School where she gave out the students' honor cords for graduation and delivered an inspiring induction speech to all students in attendance.

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Financial Representative of Guardian and Registered Representative and Financial Advisor of PAS, CA insurance license #2127379.