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Emma Muhvich

Emma Muhvich

CERTIFIED FINANCIAL PLANNERâ„¢ | Retirement Planning Specialist

Early on Emma was drawn to personal finance and pursued a Business degree from Rensselaer Polytechnic. She started working with Equitable right after college and found financial coaching to be a true passion. She achieved her CFP designation in 2022 and has made a commitment to personal education to best serve her clients. Emma has since settled in Ballston Spa and loves everything the area has to offer from the Adirondacks to the foodie scene of the Capital Region. Outside of the office you will find her doing something active such as hiking the 46 high peaks of the ADKs or golfing on Saratoga Lake.

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.