Emily Promise CFP®, CDFA®, AIF®, APMA®, CRPC®

As CEO and Financial Planner of ShorePoint Advisory Group, Emily serves as a trusted advisor and primary point of contact for the families, individuals, and non-profit organizations that rely on the team and her to manage their financial future. She serves the clients of Curran and Keegan along with her team at ShorePoint Advisory Group. Emily’s role is much more than an investments advisor or planner; she strives to be a Chief Financial Officer for those we serve.

By serving as a trusted advisor, Emily helps others craft a plan to reach their goals. The opportunity to help others plan for significant life events, whether retirement, selling a business, or generational wealth planning, and then seeing them achieve their dreams is unparalleled. One of Emily’s primary passions is to help educate female investors and empower them to control their finances. Nothing gives Emily more fulfillment than helping a family plan the road map for their financial future or offering a business owner financial confidence.

Professional Designations, Certifications, Registrations, and Licenses

• CERTIFIED FINANCIAL PLANNER® certification awarded by CFP Board
• Certified Divorce Financial Analyst, CDFA®, Institute for Divorce Financial Analysts
• Accredited Portfolio Management Advisor, APMA®, College for Financial Planning
• Charted Retirement Planning Counselor, CRPC®, College for Financial Planning
• Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
• CFA® Investment Foundations Certifications, CFA® Institute
• Registered representative of Commonwealth Financial Network®
• FINRA Series 7 securities registration
• FINRA Series 66 (Investment Adviser Representative) securities registration

Professional Memberships

• Greensboro Society of Financial Service Professionals, Financial Literacy Committee (Board member)
• SynerG Young Professionals, Greensboro
• SPUR in Marblehead (Finance committee)
• Commonwealth Financial Network’s Women’s Advisory Council

Education

• High Point University, High Point, NC – B.S. in Finance and Accounting