Emily Taken-Vertz

Emily Taken-Vertz

Financial Advisor
ETakenVertz@BandJAdvisors.com

Emily is a Financial Advisor, working closely with clients in financial planning, portfolio review, and asset management. In addition, she engages with clients in the areas of financial goal creation and practical implementation of financial strategies. 

Prior to joining Brouwer & Janachowski, Emily worked in Business Development for Sustainable Brands, a company advising global brands on how to most effectively integrate sustainable business strategy into their firms.

Emily graduated cum laude from Hunter College in New York City with a degree in Communications & Media Studies. She has successfully completed the Series 65 examination (Uniform Investment Adviser Law Examination), and has successfully completed the academic and examination requirements for the CERTIFIED FINANCIAL PLANNER™ certification.