Emma Goetz CFP®
As a Financial Advisor, I help others navigate the path to financial freedom through personalized financial planning and investment strategies. My goal is to simplify complex decisions and help my clients with clarity in every stage of life.
I’m a goal driven individual who believes in setting a clear course and adjusting as needed to stay on track. I value the time, effort, and focus needed to help clients identify their goals and build a roadmap to achieve them. Trust is of utmost importance, and I’m dedicated to earning and maintaining it in all relationships.
Working as part of a family business, I believe in the power of a team-based approach. Our clients benefit from diverse experiences, perspectives, and a collaborative process designed to deliver holistic financial advice. We ensure each client receives the personal attention they deserve.
Outside of the office, I’m a passionate football fan who enjoys analyzing the game and managing my fantasy football team. I also enjoy working out, walking, and the time I can spend with family and friends.
Educational Background & Certifications:
- CERTIFIED FINANCIAL PLANNER® certification (2023)
- Investment Advisor Representative certification (2022)
- Western Kentucky University, B.S. in Finance with a concentration in Personal Financial Planning, summa cum laude (2021)
- Owensboro Catholic High School (2018)