Emily Bowen, CFP® began her financial planning career in 1991 and now is a member of Stonepath Wealth Management. She is a certified Financial Planner™ professional and a member of the Financial Planning Association. Emily has experience in income tax planning and preparation, and she is well-versed in discussing tax consequences of investment decisions with her clients.
She specializes in helping clients identify ESG investment opportunities and is a member of Green America and US SIF – a forum focused on sustainable and responsible investing. ESG stands for Environmental, Social and Governance. One example of ESG is found in “green” investing, which involved investing in companies and funds that seek to preserve and improve the environment by financing things like the renewable energy industry. If you’re new to ESG, she is happy to guide you in this area.
Tennis was a big part of Emily’s life – she is a former college singles player and Senior Olympics doubles championship winner. She plays golf, collects Christmas ornaments, volunteers at her church, and relaxes at home with her blind dog Haley.