Emily Secord, CFP®

Founding Partner

CA Insurance License # 0I60675.

Emily Secord, CERTIFIED FINANCIAL PLANNER™

A lifelong love of learning led me to the financial industry. I was often found strategizing personal finance topics with friends and family and began reading and researching for these discussions. This led to months of studying to obtain my Securities licensing and a degree in Economics from the University of Oregon.

I am an Oregonian, though I grew up in Indiana and Michigan. I'm happily married to Ian (who spends a few days a week helping out at the office) and we have two sons, Abraham and Owen, and an energetic rescue-doodle named Apple. I enjoy reading, being outdoors in good weather, camping in our R-Pod, meeting new people, snorkeling and scuba diving in warm climates, catching up with friends, and playing cards and games with my family.  

Professional Highlights:

• Obtained Financial Industry licensing in 2011 (Series 7, Series 66) and Life, Health, and Variable Insurance licenses.
• Earned professional designations: CRPC^®, Chartered Retirement Planning Counselor, and: CFP^®, CERTIFIED FINANCIAL PLANNER™
• Founded Bright Future Wealth Management in 2019 with Cetera Advisors, Inc. to focus on growing a team and better serving our clients with strategic decisions around their businesses and life goals to create positive, lasting impacts, while they focused on what's important to them - creating more time and memories with the important people in their lives. 

Philosophy:

• I believe helping others with smart financial decisions positively impacts their lives and creates positive ripple effects for future generations. I enjoy challenges and working through scenarios to determine which pieces best fit a complex puzzle for my clients.
• As a CERTIFIED FINANCIAL PLANNER™, it is very important to me to serve as a fiduciary and create long-lasting relationships with clients and their families. Helping people and celebrating life's journey together is one of my favorite parts of my role in serving our clients.

Community:

• Giving back to our community is a high priority. We get to "vote" on the kind of community we live in by volunteering, serving on boards, and taking care of the people around us.
• I want to be a part of ensuring we have a healthy, vibrant community for years to come.

• Please use our Scheduling Link or call the office to schedule a time to meet. We look forward to connecting with you!