Emily Jaffe CFP®, CDFA®
Emily is a career shifter; she joined OFC Wealth Management in 2016 after 15 years of bulge-bracket Wall Street capital markets experience.
Prior to joining OFC, Emily was a Principal at North Sea Partners, a boutique investment bank and debt advisory firm, where she provided liability management solutions and dedicated client trading services. Prior to that, she developed her fixed income and capital markets expertise as a Director at Citigroup, where she ran the Leveraged Loan Syndicate Desk.
Emily graduated from The Wharton School at the University of Pennsylvania with a B.S. in Economics, with a dual concentration in Finance and Entrepreneurial Management. She received her Certificate in Financial Planning from Fairleigh Dickinson University and earned her CFP® designation in 2018. In addition to general financial planning, as a Certified Divorce Financial AnalystTM, she helps divorcing individuals and couples make informed financial decisions.
Ms. Jaffe is a regional board member of the National Association of Personal Financial Advisors (NAPFA), which is the country’s leading professional organization of fee-only financial planners.
She is passionate about serving the community and was elected to the Millburn Township Board of Education from 2013-2019, where she served as President, Vice President and Chair of the Finance Committee.
Emily lives in Short Hills, NJ with her husband and their three children. When not working, she enjoys tennis, cooking, reality TV (and not ashamed!), reading and traveling but mostly spending time with her family.