Our warmest congratulations to Emily Bornhorst, who recently earned the Certified Financial PlannerTM certification this week! For those of you who may not know, the CFP® certification begins with a comprehensive financial planning curriculum covering 72 principal knowledge topics in overall wealth management. After completing the required coursework, a candidate must pass a comprehensive 6-hour CFP Certification Examination and complete 6,000 hours of professional experience to earn the right to use the CFP certification marks.
Emily has been a Private Wealth Manager with Curran for over 10 years and provides a passionate focus to every aspect of the financial planning process. She looks forward to providing continued support to our clients with increased knowledge and expertise.
A graduate of the State University of New York at Cortland, Emily began her career in 2006 as the Associate Investment Analyst for the American University at Cairo. Working closely with the Chief Investment Officer and Board of Trustees, Emily was responsible for monitoring the University’s endowment and aiding in the research and analysis of new investment opportunities. Originally from Queens, New York, Emily relocated to the Albany area in 2012. Outside of business, Emily enjoys spending time with her husband and two children.
Our best wishes to Emily on her CFP certification. We are proud to have her on our team!
Sincerely,
Founder & Co-Chief Executive Officer
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
