Emily Agresta, CFP® joined GFI Wealth Partners in February 2026 as a Financial Planner, bringing a client-centered approach and a passion for helping individuals and families achieve financial confidence. Emily began her career in the financial services industry in 2017 after earning her Bachelor of Science in Finance and Accounting from Purdue University.
As a Certified Financial Planner® professional, Emily has met rigorous education, training, and ethical standards required to earn the CFP® designation. This credential reflects her commitment to providing knowledgeable, ethical, and comprehensive financial guidance.
Emily takes a holistic approach to financial planning, working closely with clients to integrate wealth management, retirement planning, estate planning, tax strategies, and insurance planning into a cohesive financial strategy tailored to each client’s goals and circumstances. She is passionate about helping clients make informed decisions so they can feel confident about their financial plans and their future.
Outside of the office, Emily enjoys traveling to new destinations, staying active through exercise, and spending time gardening.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.