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Emily M
CFP®, Series 63, Series 66
Evansville, IN
Cetera Planning Partners
Emily Millsap is a CFP® professional at Cetera Planning Partners with 24 years of industry experience. She has held roles at several firms, including Avantax Advisory Services and Hilliard Lyons. Outside of advising, she volunteers providing financial literacy education to veterans, serves as an advisor to the board of a children’s crisis center, mentors CFP exam candidates, and participates on the DEIB board at the University of Evansville. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning and investment management. The firm offers additional services such as tax planning, bookkeeping, and estate planning through affiliated providers, using a formal planning process centered on diversified portfolios aligned with client objectives.
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