Emily Bolick, CPA, CFP®

Family Wealth Strategist

  • What path led you to wealth management?

I spent my college years working in retail banking. While I loved building relationships with the customers and helping them understand their finances, I just couldn’t get comfortable with the idea of selling the bank’s own products to all my customers. I felt there was a clear conflict of interest. When I did some research and found there were other firms, like TFO Phoenix, who are independent and objective, it was an easy decision for me. I had found what I wanted to do for the rest of my life.

  • Why did you join TFO Phoenix?

I chose TFO Phoenix because of the people. I admire the knowledge and integrity of our leadership, and I know they’ll provide me the ongoing support I need to continue to grow my skills both professionally and personally.

  • What most excites you about your work?

The diversity of it. Each of my clients is unique, and it seems like I’m trying to help them solve some new challenge every day. That makes my job interesting and exciting.

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

By necessity I spend much of my day glued to a computer, so when I’m not working, I like to be as active as possible. I love to be outside: Swimming, hiking, biking or taking my miniature dachshund for long walks. When the sun goes down, you will find me in the kitchen with a nice glass of wine cooking up a new dish I found on Pinterest.

  • What are some of your biggest influences?

My grandpa. He was such an amazing man, full of adventure and curiosity. He graduated from Arizona State University at the age of 67, proof that you are never too old to fulfill a dream. He loved to explore and learn new things. He taught me the importance of exercising your brain and constantly exposing yourself to new ideas.

  • Education and accreditations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™ professional
Series 65 license
Masters of Taxation, Arizona State University
B.S., Accountancy, Arizona State University

  • What are the most important lessons you’ve learned in life?

The more I learn, the more I understand what I don’t know. I believe life is about perpetual learning, both personally and professionally. Every time I think I have something figured out, I am thrown another curve ball and reminded how much there still is to learn.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.