Emily Zeigler
Director of Advanced Planning at C&A FINANCIAL GROUP | New York City Metropolitan Area
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Emily Zeigler, Certified Financial Planner® and Director of Advanced Planning at C&A Financial Group, is a distinguished leader in the financial services industry, known for her innovative approach to wealth management. With a strong educational foundation, having earned her bachelor’s degree in Finance from a prestigious university, Emily has honed her expertise in developing comprehensive financial strategies tailored to the unique needs of business owners and families. Her role at C&A Financial Group involves optimizing clients' savings, cash flow, and legacy planning during both the accumulation and distribution phases of life.
Under Emily's leadership, her team has successfully implemented key projects that focus on enhancing the client experience through a family office model. This approach not only addresses immediate financial concerns but also emphasizes long-term wealth preservation and growth. Emily’s commitment to providing a first-class experience is evident in her meticulous attention to detail and her ability to simplify complex financial concepts for her clients.
Her skills in public speaking and community outreach have allowed her to engage effectively with various stakeholders, from individual clients to nonprofit organizations. Emily actively participates in program development and management initiatives that aim to empower the community through financial literacy and strategic planning. As a Registered Representative and Financial Advisor of Park Avenue Securities LLC, she combines her analytical prowess with a deep understanding of the financial landscape to deliver impactful solutions that resonate with her clients' aspirations. Through her dedication and expertise, Emily Zeigler continues to set a high standard in advanced financial planning, ensuring that her clients are well-equipped to navigate their financial journeys.
Director of Advanced Planning at C&A FINANCIAL GROUP in March 2017 to Present
Vice President at Service Works, Inc. in July 2014 to March 2017
Fellow at MiCrédito at Vittana Foundation in March 2014 to July 2014
Financial Advisor at Neighborhood Trust Financial Partners, Inc. in January 2013 to January 2014
Global Partnerships Intern at Kiva.org in July 2011 to February 2012
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High Proficiency in Spanish
Non-profits
Fundraising
Public Speaking
Spanish
Event Planning
Research
Program Management
Financial Analysis
Microsoft Office
Teaching
Training
Community Outreach
Nonprofits
Community Development
Program Development
Leadership
Management
Strategic Planning
Leadership Development
Grants
Team Building
Microsoft Excel
Microfinance
Nonprofit Organizations
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Discover more about C&A FINANCIAL GROUPWhat is Emily Zeigler email address?
Email Emily Zeigler at [email protected]. This email is the most updated Emily Zeigler email found in 2026.
What is Emily Zeigler phone number?
Emily Zeigler phone number is +17325589433.
How to contact Emily Zeigler?
To contact Emily Zeigler send an email to [email protected]. If you want to call Emily Zeigler try calling on +17325589433.
What company does Emily Zeigler work for?
Emily Zeigler works for C&A FINANCIAL GROUP
What is Emily Zeigler's role at C&A FINANCIAL GROUP?
Emily Zeigler is Director of Advanced Planning
What industry does Emily Zeigler work in?
Emily Zeigler works in the Financial Services industry.
Emily Zeigler Email Addresses
Emily Zeigler Phone Numbers
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