Emily Thompson

Senior Financial Advisor

Emily Thompson

Senior Financial Advisor

Senior Financial Advisor

Emily Thompson

20+ years in finance

About me

Name

Emily Thompson

Position

Senior Financial Advisor

Languages

english, german

Conact

Emily Thompson +11 (55) 33 456 78

Biography

With over two decades of experience in the financial industry, Emily specializes in estate planning and tax-efficient strategies. A Chartered Financial Analyst (CFA), she has been a cornerstone of our team since its inception. Emily believes in creating tailored financial plans that not only meet but exceed our clients' expectations.

Qualifications:

Chartered Financial Analyst (CFA)
Master of Business Administration (MBA)
Certified Estate Planner (CEP)

Reach out to us and we’ll guide you on your financial journey.

Free Consultation

My Expertise

Specialization

Tax Compliance

Navigate tax regulations with ease compliance

Tax Strategy Consultation

Strategize and plan for optimum tax benefits

Tax-Efficient Drawdowns

Optimize withdrawals with tax-efficient strategies

Personal Finance Workshops

Master personal finance through hands-on workshops

Other Experts

Stefan Müller

Tax Strategy Consultant