Emily Zeigler, CFP®, CEPA
Director of Advanced Planning
Emily Zeigler is C&A Financial Group’s Director of Advanced Planning.
Emily helps mission-driven families and entrepreneurs align their wealth with their values — so they can grow well, give well, and live with intention.
As a CFP®, CEPA®, and CAP®, she integrates advanced financial planning, exit strategy, and charitable giving expertise to help clients make confident decisions around their wealth, businesses, and legacies — maximizing impact for their families, communities, and the causes they care about most.
We serve as the central hub — coordinating elite specialists across tax, legal, investment, insurance, and philanthropy — to deliver cohesive, strategic advice designed to protect and grow your wealth while amplifying your impact.
Focus Areas:
- Tax mitigation & investment efficiency
- Charitable planning & philanthropic impact
- Business succession & liquidity events
- Asset protection & estate planning
- Family governance & wealth education
You focus on running your business and living with purpose — we coordinate the specialists, strategies, and structures to ensure your wealth is aligned, optimized, and working toward your greater mission.
Emily takes great pride in her work, her greatest gifts are at home. Her and her husband, Kevin, are parents to Zoey, Austin, and Margo. Together, they enjoy living at the beach, vacationing to the mountains, and savoring the moments of raising a young family.
Financial Representative of Guardian and Registered Representative and Financial Advisor of PAS, CA insurance license #2127379.