Emily Petty (CFP®)

Emily Petty focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive Wealth Management including:

  • retirement and financial independence planning
  • risk management & insurance planning
  • cash flow & budgeting
  • income tax planning
  • investment management & asset allocation
  • asset protection planning

Additional Information

Emily is a Wealth Manager with Windward Private Wealth Management. She prepares and assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.

As a psychology major in college, Emily became interested in behavioral finance and the psychology of money, especially how people use their money and why. That led her to earn a master’s degree in personal financial planning so that she could help other people better understand the financial world. Now she enjoys easing clients’ fears about running out of money and helping them understand that investing in the stock market doesn’t have to be stressful.

NAPFA Start Date

December 03, 2015

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This Office

10955 Lowell Ave Ste 410 Overland Park, KS 66210 Phone: (913) 381-7411 Fax: (913) 381-7609