Carl Emerick (CFP®, CPA®, MS)

Carl Emerick focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Carl was born and raised in the Pittsburgh area and graduated from Peters Township High School in 1982. He went on to earn an accounting degree from Geneva College (Beaver Falls, PA) in 1986, then immediately began his financial career with a large life insurance and financial services company in Washington DC, working in various capacities in the accounting, tax, and cash management areas.

In 1998, in order to work more directly with individuals and families who needed financial guidance, he joined a large fee-only wealth management firm located in the DC area as a financial planner. After several years there and advancing to the position of manager of the regional financial planning department, Carl went on to join a Northern Virginia based financial planning and investment management firm.  He served a broad range of clients there, assisting them with their financial planning and investment management needs.

Carl and his family have moved back to the Pittsburgh area, where he is continuing to provide thorough, objective financial advice to individuals and families. In considering how to best serve people from all walks of life, Carl felt called to found Emerick Financial Planning, LLC, an hourly, fee-only financial planning firm that has no investment or income minimums. His goal is to offer his clients the same level of professional expertise, training, experience, and personal attention that his high net worth clients received at his former firms.

Additional Information

Emerick Financial Planning, LLC is currently accepting new clients.

NAPFA Start Date

May 08, 2002

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This Office

1580 McLaughlin Run Rd Ste 210 Pittsburgh, PA 15241-3100 Phone: (412) 419-1905