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Emily M
Series 66
Santa Fe, NM
RFG Advisory, LLC
Emily Mora is a Series 66-credentialed advisor with RFG Advisory, LLC, based in Santa Fe, NM, and has three years of industry experience. She has worked in private client services and real estate with Keller Williams, and holds ownership roles in several creative businesses including EM Tippetts Book Designs, WorkHorse Productions, and Emily Mah Designs. Mora also serves as Editorial Director for the Science Fiction and Fantasy Writers Association. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s approach emphasizes discretionary portfolio management and utilizes a range of model strategies, third-party platforms, and alternative investments, while also serving as an ERISA fiduciary for retirement-related accounts.
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