Emily Zeigler, CFP®, CEPA, CAP in

Emily Zeigler, CFP®, CEPA, CAP

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Director of Advanced Planning at C&A FINANCIAL GROUP
📍 New York City Metropolitan Area, United States

Emily Zeigler is the Director of Advanced Planning at C&A Financial Group, where she specializes in aligning wealth with values for mission-driven families. An expert in exit strategy and philanthropy holding CFP®, CEPA®, and CAP® designations, she graduated from James Madison University and earned her CFP® from NYU. Colleagues describe her as generous, knowledgeable, and a leader.

Outside of work, Emily is a mother to three young children, Zoey, Austin, and Margo, with her husband, Kevin. The family enjoys living at the beach and taking vacations to the mountains, savoring the moments of raising their family together.

As a testament to her passion, she once received a ticket to a microfinance conference as a birthday gift.

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Experience
15 Years
Current Role
Director of Advanced Planning
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Emily cares about

Business Succession
As a Certified Exit Planning Advisor (CEPA), she helps business owners with liquidity events and succession, having managed her own family's business sale.
Philanthropic Advising
A Chartered Advisor in Philanthropy (CAP®), she helps clients maximize their charitable impact, a passion that began with her early career in microfinance.
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Career

Work history

3-2017
Director of Advanced Planning
C&A FINANCIAL GROUP
7-2014 - 3-2017
Vice President
Service Works, Inc.
6-2011 - 7-2014
Nonprofit/Microfinance Consulting
Vittana, MiCredito, Kiva, Neighborhood Trust
In the press

Media appearances

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Education
2007 - 2011
Bachelor of Business Administration
James Madison University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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