"We want our clients to have the comfort of knowing we are here to provide advice and direction in times of uncertainty or joy, which we’ve been told makes a difference."
Emily Clare Cafasso
Emily Clare is an Advisor at Coastal Bridge Advisors, having previously held the position of Director of Advisory Services at the firm.
For the past 13 years with the firm, she has been committed to providing exceptional care for all clients, which she sums up this way, “In addition to providing the appropriate planning and investment advice, we are willing to help with anything needed, all the way from helping clients book travel with credit card points to cataloging a client’s art and jewelry collection for Estate Planning. We always go the extra mile. As I often say, all you have to do is ask.”
Working with clients over the years, Emily Clare has learned that “money management” is much more than balancing a portfolio. She says, “Depending on the degree of engagement they want, we are often intimately involved in our clients’ lives. From marriage to the birth of a child or grandchild, all the way to divorce or death in the family, in all of these instances we might be involved in the process. We are here to see our clients through the best of times and the worst of times. We want them to have the comfort of knowing that we are here to provide advice and direction in times of uncertainty or joy, which we’ve been told makes a difference.”
Emily Clare joined Coastal Bridge Advisors in 2009, bridging a career in teaching with the opportunity to apply her organizational and interpersonal skills to her advisory and service roles at Coastal Bridge.
“I really like our company motto”, she says. “‘Uncomplicate It’ sums up our philosophy because amassing wealth or inheriting it often comes with complications. It’s our job to break down complicated topics and financially related planning issues so that they are easily understood by those who may be less familiar with such things as trust and estate planning or portfolio management. We strive to simplify and explain something that might feel complex to clients and instead we try to empower them to understand the ‘why’ behind our recommendations.”
Emily Clare is a 2005 graduate of the University of Michigan, Ann Arbor where she graduated as an NCAA Academic All-American.
She is married and lives in Westport, CT. In her free time, Emily Clare enjoys working out, watching college sports and spending time with her family.