CFP® Director

Emily Genor, CFP®


Emily is a CERTIFIED FINANCIAL PLANNER™ professional and relationship manager with over 12 years of investment industry experience in guiding clients towards achieving their financial goals. Emily utilizes her knowledge of asset allocation and portfolio construction to craft personalized investment strategies aligned with clients’ financial goals, risk tolerance, and time horizons. When not in the office, she can be found coaching youth volleyball, skiing on Mt. Hood and wakeboarding on the Willamette River with her husband and two daughters.


B.B.A., M.B.A, University of Portland Pamplin School of Business