Emily Goodman

Wealth Planning Analyst

Emily joined the firm in 2019 as a Wealth Planning Analyst and is currently pursuing her education to become a Certified Financial Planner TM. She grew up in Los Osos and graduated from Morro Bay High School in 2003. From there, Emily went on to New York University where she graduated Cum Laude with a Fine Arts degree in 2007. After graduation, she moved to Portland, Oregon where she became involved in the vibrant Willamette Valley wine scene, working as a wine buyer for a boutique grocery chain.

Emily is happy to be back on the Central Coast, living in Los Osos with her husband Tom and three children. She continues to love good wine and food, gardening, and spending time with her family.