Emma Bean joined Charter Oak Capital Management in 2015 as a Financial Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional, Emma works closely with clients and their families to identify goals, evaluate available resources, and develop a personalized financial plan. Using an attentive ear to determine clients' most critical aspects, Emma crafts a customized roadmap and uses a process to implement and monitor their plans. Emma was promoted to Partner and Senior Financial Advisor in January 2024. She began her wealth management career at Morgan Stanley, specializing in comprehensive financial planning. She always enjoyed learning about finance, had vital math skills, and considered movi