Emily Haberkern, CFP<sup>&reg;</sup> - Financial Advisor

Emily Haberkern, CFP®

Senior Advisor

Evangelista & Associates

8819 Hidden Woods Drive
Dexter, MI 48130
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General

Emily Haberkern is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Evangelista & Associates in Dexter, MI and the surrounding communities.

Financial Advisor Overview

Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth. We also work with families outside the University environment via referral. Having the ability to directly assist in managing our client’s University retirement investments sets us apart from other firms. With our Breadth of Services, we work with our clients to help establish goals, objectives and risk tolerance in order to effectively evaluate their financial position. Developing tactical as well as strategic alternatives helps us work with our clients to plan for the growth, distribution and multi-generational preservation of assets.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: MI,Michigan
  • Fixed annuities: MI,Michigan
  • Variable annuities: MI,Michigan

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Evangelista & Associates are separate entities from LPL Financial.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources