Focused on goal-based planning and recommendations, Emily Quatman has been a Financial Advisor since 2011. She feels great satisfaction from working with clients to develop a plan, map out their goals, and see them work towards their objectives.
Emily attended school in Texas and Ohio, but after an early-morning walk on a Santa Cruz beach on vacation, she decided to move to the area permanently. In her free time, she enjoys spending time with her husband, daughter, dogs, and cat. Emily loves exploring the outdoors with her family, whether they are hiking in the redwoods, walking along the beach, or camping in the Sequoias.
“I take great pride in helping my clients work toward their financial goals. I focus on goal-based planning specific to each individual’s wants, needs, and objectives to provide financial confidence.”
Insurance: CA (#0G88175)