Emma Muhvich
CERTIFIED FINANCIAL PLANNER™ | CDFA®, RICP®
Emma's interest in personal finance began early, leading her to earn a Business degree from Rensselaer Polytechnic Institute. Upon graduating, she joined Equitable Advisors, LLC and discovered her passion for financial coaching and planning. In 2022, Emma achieved her Certified Financial Planner (CFP®) certification underscoring her dedication to continuous learning to better serve her clients.
Now residing in Ballston Spa, Emma enjoys the vibrant offerings of the region, from the majestic Adirondacks to the culinary delights of Saratoga Springs. A devoted animal lover, she has provided foster care for more than 50 kittens, successfully helping them find loving homes. When she's not in the office, you can find her engaging in various outdoor activities such as hiking the 46 high peaks of the Adirondacks, golfing, or playing on her USTA tennis team.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.