Emily A. Malecha, CRPC®, ChFC®
Financial Advisor
About Emily’s designations:
The Chartered Retirement Planning CounselorSM , or CRPC® program, trains experienced advisors on defining a “road map to retirement” for their clients. There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.
Advisors with the ChFC®designation can coach clients on advanced topics from tax and retirement planning to special needs advising, wealth management, insurance, and more.
Emily A. Malecha, CRPC®, ChFC®
Financial Advisor
About
Emily Malecha has been with North Star in Minneapolis since 2001.
Emily is committed to serving her clients to help them efficiently pursue their financial goals and needs through creating and developing a disciplined strategy and sound plan. Emily specializes in the areas of:
- Comprehensive Fee-Based Financial Planning
- Investments (Investment Advisory, Annuities, ESG Investing)
- Retirement Planning Strategies
- College Funding Options
- Life, Long-Term Care, and Disability Insurance Strategies
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As a freelancer, working with Emily has been a game-changer to helping me feel more grounded and prepared for future me. I’m always telling my creative friends how easy it is to work with a financial advisor: You don’t have to be at any certain point in life or career, just ready to learn.
—ASHLEY M. |
Ashley is a current client of Emily Malecha’s. No cash or non-cash compensation was provided in exchange for the testimony. The testimonial was given on 3/3/23. The experience of Ashley should not be assumed to be the experience of all customers or prospective customers and is not a guarantee of results. Individual results or experiences vary. Investors should conduct their own evaluation.
Emily holds the Chartered Retirement Planning Counselor (CRPC®) designation offered through the College for Financial Planning, Chartered Financial Consultant® (ChFC®) designation through the American College, FINRA Series 7, 66, 6, 63 registrations, and Life & Health Insurance license.
Emily resides in Bloomington, MN, with her significant other, Phil. Together they enjoy an active lifestyle by discovering the wonders of nature and traveling. She finds herself hiking, reading, biking, and volunteering in her free time. Emily is a proud mother of one daughter and aunt to 3 nieces and 5 nephews.
Events and webinars
Emily hosts regular financial wellness seminars on personal finance, college education funding, and retirement strategies.
Please contact Emily and her team to host a complimentary, no-obligation financial education event for your group.
Team
Ann M. Wengronowitz, CFP®, RICP®
Senior Partner
Advisor team
Suzanne Filip
Registered Representative & Senior Practice Coordinator
North Star resource team
Carrie Hancock
Vice President, Financial Planning Resource Center
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Articles
A Change in Family Finances: Creating a Budget for College Life
A college budget is essential to your child’s ability to succeed financially while in school. We can help.
How Early Is Too Early? When Parents Should Start A 529 Plan For Their Children
Saving up and paying for college can place a financial burden on families, especially for families who are sending multiple children to college at the same time.
Paying off Debt vs. Retirement Savings: What Should You Tackle First?
Should you pay off your high-interest credit card and then start saving, or save money then deal with the card? It’s a common financial quandary we see a lot of.
Emily is an investment advisor representative of Cetera Advisor Networks, LLC. CA Insurance License #0M47495.