Emily Zeigler, CFP®

Director of Advanced Planning at C&A FINANCIAL GROUP
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • Spanish Professional working proficiency
  • English Native or bilingual proficiency

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5.0

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Thad Coontz

Emily's hard work, leadership skills and street smarts inspire people everyday. Her knowlege in all aspects of personal finance makes everyone she works, both clients and co-workers, better. Emily leads by example and is incredibly generosity with her time and knowledge.

Paul Ericksen

I first met Emily at the MicroFinance conference in NY in May 2011 where I found out she'd wanted to go so badly that her boyfriend bought her the ticket for her birthday. Who asks for a ticket to a micro-finance conference for their birthday gift? Emily! I sat with her during some quite dry sessions and watched as she took copious notes. She's so eager to learn and do whatever she can to help out. During her time at Kiva, while many interns were working only 3 days a week and living at their parents' house, she worked 5 days and also worked nights doing whatever she could to be able to afford her own housing while working fulltime at Kiva's unpaid internship. She has both big dreams and the tenacity and ambition to make those dreams come true. After meeting her at the conference, I'd recommended her to the head of the interns, stating "we have to get her!" and am so happy and proud that my impression was proven so accurate. She excelled at everything she did and proved to be a sponge ready to absorb any knowledge she could, whether it was about micro-finance or just about the city that she was in. If you're looking for someone ready, willing and capable to do anything thrown at her, look no further!

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Credentials

  • Certified Financial Planner
    CFP Board
    Sep, 2018
    - Oct, 2024
  • Series 66
    NASAA
    Jul, 2017
    - Oct, 2024
  • Series 7
    FINRA
    Jun, 2017
    - Oct, 2024
  • Insurance Producer License
    State of New Jersey Department of Banking and Insurance
    Apr, 2017
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Advanced Planning
      • Mar 2017 - Present

      We create strategies to optimize our clients' savings, cash flow, and legacy during the accumulation and distribution phases of life. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C & A Financial Group, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 2127379. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

    • United States
    • Security and Investigations
    • 1 - 100 Employee
    • Vice President
      • Jul 2014 - Mar 2017

      Managed operations of the family business and its ultimate acquisition. Managed operations of the family business and its ultimate acquisition.

    • Fellow at MiCrédito
      • Mar 2014 - Jul 2014
    • Financial Advisor
      • Jan 2013 - Jan 2014
    • United States
    • Technology, Information and Internet
    • Global Partnerships Intern
      • Jul 2011 - Feb 2012

Education

  • James Madison University
    Bachelor of Business Administration, Major: International Business Minors: Nonprofit Studies & Spanish
    2007 - 2011
  • Universidad de Málaga
    Spanish Language and Culture
    2009 - 2009

Community

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