Emily Secord, CFP^®

Founding Partner and Advisor

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 and rescue-dobey, Sable. 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 63) and Life, Health, and Variable Insurance licenses.
• Earned my professional designation of: 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 our clients get to focus more on what's important to them - creating more time and memories with the important people in their lives. 
• Being invited to speak at our summer conference, Cetera Connect2Peers, two years running and the first year in Nashville, Tennessee, getting to meet Matthew McConaughey, a fellow speaker at that event.
• It was an honor to be a 20 Under 40 Rising Business Star in 2024 nominee and award winner from the Eugene Area Chamber of Commerce.

20 Under 40 Rising Business Stars – 2024 issued by Eugene Area Chamber of Commerce. Nominations are submitted by an application. Winners are chosen from a panel of five judges that are all previous winners. Qualifications: Nominees must be 39 years or younger as of Dec. 31, 2024, Judges score the nominations using this scale: Career achievement to date (20 points), Commitment to excellence in career (10 points), Leadership within company and/or industry (10 points), Commitment to business growth (10 points), Involvement in community activities (20 points), Leadership in community organizations (10 points). Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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.

This role includes ownership of Bright Future Wealth Management.