Emilie Schaffer, CFP®, CRPC®
Emilie’s desire to help others make smart financial decisions started in college, when she asked her mother about how she chose her investments. Although her mother is an expert in her own field, she admitted that she didn’t really understand the “why” behind the financial decisions she was making. That’s when Emilie knew she wanted to help others be confident about managing their finances and planning for the future.
Today, as a wealth advisor, Emilie enjoys educating clients and giving them a sense of empowerment and peace of mind about their financial decisions. As part of an advisory team, she helps craft comprehensive financial plans and evidence-based investment strategies aligned with clients’ short- and long-term goals. Emilie sees the importance of gaining a thorough understanding of a client’s values and objectives to better create customized solutions through tax-efficient strategies, risk management and estate planning techniques.
Prior to joining Buckingham Strategic Wealth in 2015, Emilie was an assistant vice president with HM Capital Management. She has been advising families since 2004 and was previously with the private client groups of Charles Schwab and Merrill Lynch.
Emilie earned bachelor’s degrees in accounting and finance from the University of Missouri. She also holds the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor℠ designations. Emilie serves on the board of directors for the St. Louis chapter of the Society of Financial Services Professionals and is a member of the Financial Planning Association and National Association of Personal Financial Advisors.
Outside of work, Emilie enjoys spending time with family and friends, reading and volunteering with local charities and community action groups. She is an active member of the Women’s Giving Circle and the Center for Entrepreneurship and Economic Education at the University of Missouri-St. Louis.