Emily Jaffe (BS, CDFA, CFP®)
Emily Jaffe focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
Emily joined OFC Wealth Management as a Senior Wealth Manager in 2016. She brings her 15 years of bulge-bracket capital markets experience to her client partnerships in the development and management of their financial plans and investment portfolios.
Prior to joining OFC Wealth Management, Emily was a Principal at North Sea Partners, a boutique investment bank and debt advisory firm, where she provided liability management solutions and dedicated client trading services. Prior to joining North Sea, Ms. Jaffe developed her fixed income and capital markets expertise as a Director at Citigroup, where she ran the Leveraged Loan Syndicate Desk.
Emily graduated from The Wharton School at the University of Pennsylvania with a B.S. in Economics, with a concentration in Finance and Entrepreneurial Management. She also completed the Certificate of Financial Planning at Fairleigh Dickinson University and recently earned her CFP® designation.
Additional Information
As a wealth advisor, Emily is dedicated to providing clients with the highest level of personalized service to address all of their financial needs. Whether it be planning your retirement or saving for a child’s education, Emily’s extensive background allows her to assist families in the growing, protecting and transferring of their wealth.
Ms. Jaffe is currently serving her 2nd term on the Millburn Township Board of Education. She was formerly President, Vice President and Chair of the Finance Committee.
Emily lives in Short Hills, NJ with her husband, David and their three young children. When not working or chauffeuring her children to their various activities, she enjoys competitive tennis, cooking and running.
NAPFA Start Date
June 22, 2018
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.