I'm Caroline Emswiler, and I'm the president of WEALTH Financial Consultants, Inc., located in Eden Prairie, MN. I've been a financial planner for 29 years. I was a planner at a major independent broker-dealer before starting my own firm in 2000. I'm a Certified Financial Planner practitioner and I specializes in retirement planning, including retirement asset management, qualified plans for small businesses, and working with people who have stock options and restricted stock as part of their compensation. I'm a registered representative and investment advisor representative with Royal Alliance Associates, Inc., a full-service independent broker-dealer, and a member of Innovative Financial Group, one of the largest producer groups of Royal Alliance Associates, Inc.
I work with clients all over the country, including those in Arizona, Arkansas, Colorado, Florida, Kansas, Minnesota, Missouri, Nebraska, North Carolina, North Dakota, Ohio, Texas, Washington, Wisconsin, Utah and Wyoming. I've done many presentations over the years for Fortune 500 companies, professional organizations, and other financial advisors at national conferences, but by far, my favorite part of being a financial planner is working closely with my clients, getting to know them really well and helping them pursue their personal and financial goals. I genuinely care about their financial security and I feel a sense of accomplishment when clients successfully reach their goals.
I live in Eden Prairie, Minnesota, with my husband of 22 years, Brian, our son, Ryan, our two cats, Georgie and Lew-Lew, and our mini schnauzer, Hunter. Hunter comes to the office with me every day, serving as our client greeter! In my free time, I love running, weight-training, reading, cooking new recipes, and traveling with my family.