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Meet the Team

Emily Choi

Wealth manager

With over 25 years of experience in financial services, Emily Choi has devoted her career to empowering clients to achieve financial clarity and security. Her expertise spans the entire wealth management spectrum, from strategic asset growth to retirement planning and legacy preservation. Emily's client-centric approach ensures personalized solutions that align with each individual’s unique goals and values.

Emily believes that financial success stems from building meaningful relationships and deeply understanding her clients’ aspirations and circumstances. This philosophy allows her to craft tailored strategies that adapt to evolving needs, helping individuals and families maintain their lifestyles while preparing for the future with confidence.

A specialist in retirement and tax-efficient investment strategies, Emily collaborates with her clients to create plans that aim to grow and preserve wealth while minimizing financial risks. She is committed to helping clients navigate complex financial landscapes and leave lasting legacies for future generations.

Emily began her career in 1998 at Summit Financial Partners, focusing on wealth planning for high-net-worth individuals. In 2010, she transitioned to an independent advisory role with Horizon Capital Group, honing her skills in comprehensive financial planning. Since joining Advanta Wealth in 2015, Emily has become a trusted advisor to a diverse clientele, offering holistic wealth management services.

She holds Series 7, 66, and 24 securities registrations through LPL Financial and is licensed to provide insurance solutions in multiple states. Her broad qualifications enable her to deliver well-rounded, tailored advice for clients across all life stages.

Based in San Francisco, California, Emily enjoys immersing herself in the vibrant community. Outside of work, she is an avid traveler and a volunteer mentor for young professionals entering the financial industry. Emily’s dedication to professional excellence and community service underscores her commitment to making a positive impact in every aspect of her life.

Emily’s blend of expertise, personalized service, and passion for helping others makes her a valued partner for clients seeking to achieve their financial goals and create enduring legacies.