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Emily Zeigler, CFP

Professional Bio

Emily began her career in finance on a nontraditional path of financial education, living and working abroad with impoverished communities in the field of microfinance. As friends and family came to her for financial advice, she realized that her calling was to work in her own community with those she cares about most. She pursued this career change with C&A Financial because of their focus on education and holistic planning. Helping people achieve their financial dreams is her greatest passion. While being a math wiz and strategic thinker have helped her get this far, clients come to Emily because she deeply cares for them, their families, and their wellbeing.

Personal Life

Emily grew up in Manasquan, NJ and now lives a short drive away in Wall, NJ with her husband, Kevin. They welcomed their first child, Zoey, this May! When she’s not at the office, you can find her at the beach, in the mountains, or out for a run with her dog, Frito. She’s involved in many charities locally and abroad, focused around community development and providing access to financial services for those in underserved communities.

Education

● Certified Financial PlannerTM

● James Madison University, Bachelors of Business Administration

● Life + Health Licensed

● Series 7

● Series 66

Awards

● Leaders Club 2018, 2019

● Client Builder 1st and 2nd Year

● Rookie of the Year 2018

● Lives Award 2019

 

 

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