Emily B. Rose, CFP®

Partner & Wealth Advisor

Emily’ serves in client and operational roles to help build the business while also providing portfolio and financial planning support.

She holds a Bachelor of Arts from Miami University and a certificate in financial planning from Xavier Leadership Center.  She has also earned the CERTIFIED FINANCIAL PLANNER™ designation.

Why Constellation

Emily is drawn to serving the unique and varying needs of Constellation’s multigenerational client families.

What Drives Emily

Passionate about social services, animal rescue organizations, and environmental sustainability, Emily serves as a board member at The Ion Center for Violence Prevention.   She also serves on the finance committee and the program committee. Additionally, Emily volunteers at the Cincinnati Recycling & Reuse Hub.

She enjoys exploring Northern Kentucky with her husband Josh and loves Rails-to-Trails, cycling, and reading.

Emily Rose, CFP®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202