Emily McCracken
Lead Advisor | Preparing business owners and corporate executives for life\'s major liquidity events
- Role
- Lead Advisor at Venturi Private Wealth
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Emily McCracken
Emily McCracken is a Certified Financial Planner™ who partners with business owners and executives to optimize and protect their wealth. As a fiduciary, Emily delivers unbiased, objective advice you can trust. She has dedicated herself to organizing, planning, and managing all aspects of her clients’ complex financial lives so they can focus on doing the things that matter most to them. Emily takes pride in providing fulfillment, confidence, and peace of mind to her clients. Emily is a Lead Advisor at Venturi Private Wealth. Prior to joining Venturi, Emily was a Financial Advisor at Northwestern Mutual in Southern California where she provided comprehensive wealth management and financial planning services to high-net-worth families.Emily is deeply involved in the Austin community through her volunteer work with the Association for Corporate Growth as Vice President of Women\'s Initiatives for the Austin chapter. She is co-chair of the ACG Women\'s PODs (Professionals Opening Doors) program that brings together local industry leaders for collaboration, meaningful relationships, and mentorship. She is also on the board of the Texas international Education Consortium - a local nonprofit that builds international partnerships to bring opportunities to Texas universities and shares Texas expertise around the world.Outside of work, Emily enjoys traveling, practicing yoga, snowboarding, and serving at her church.
Experience
Lead Advisor
Oct 2022 — Present · Austin, TX, US
Design custom financial plans to align with personal goals and values • Guide clients as they prepare for business exists and liquidity events • Manage concentrated stock positions and equity compensation• Provide recommendations for public and private investments and create appropriate asset allocations• Plan for efficient wealth transfer to future generations including next generation education• Assist with tax planning and charitable contributions including private foundations
Education
University of Arizona
Mining and Mineral Engineering
CorePower
200+ Hour Yoga Teacher Certified
Colorado State University
Social Work and Criminal Justice, Social Work
The American College of Financial Services
CFP® Certification Curriculum
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