Emily Benedetto, CFP® Abacus Wealth Partners

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About Emily Benedetto, CFP®

I love helping clients figure out why money is important to them. Together we map out where they are, what they need, where they want to go — and from there we make a plan. In the process I learn about their families, life values, and interests. In turn, they learn how money works and why it’s essential to always have a finger on the pulse of their finances. Through meetings, emails, video calls, and checklists, we tackle the work that needs to be done. It’s so rewarding when we get to a point where they feel empowered around money.

My background is in operations. I love the behind-the-scenes of businesses. When I think about a company — small or large — I think about how it’s run. What software are they using? Do they have an accountant on staff? How many departments are there? What does their leadership look like? I like knowing how systems work, from the biggest picture view down to the smallest detail. My path to finance began when I decided instead of knowing how every part of businesses were run, I wanted to know more about the money side. I pondered the CPA route, but when I found the CFPⓇ arena and realized I could have a relationship-based, financial career? Well, I went full speed in that direction. I discovered working with clients is like working with a micro-business. Companies need leadership, communicated expectations, appropriate software, expense planning, and financial projections — and so do you! I enjoy putting all the pieces together and making sure it’s understandable for the client.

I’m a Santa Monica local that ventured to the midwest for school (Wheaton College). I’m the 5th of 6 kids and we get together often (chaos!). When I’m not in the office, I’m reading, biking around the city, cooking a new recipe, or practicing my violin. My husband’s a high school math teacher and we’ve been married for 6 years.

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Ideal Clients

  • Business Owners
  • Cash Flow/Budgeting
  • Family Financial Planning
  • Gen Y/Millennials

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • Hourly Fee: $300+/hr
  • AUM: 1.00%

SEC Records

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