Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Emma Foulkes

Collective Wealth Partners

 

Member profile details

Membership level
Atlanta Individual
First name
Emma
Second name/initial
I
Last name
Foulkes
Title
Partner
Company
Collective Wealth Partners
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.
Why I/we support XPX
To learn how to best fit the needs of my entrepreaneur clients.
Profession
  • Consultant
  • Insurance
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Entrepreneurship
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Retirement
  • Tax
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Government
  • Media and Entertainment
  • Software/Internet
  • Telecommunications
Professional Certification(s)
Certified Financial Planner, Charter Retirement Planning Counselor
In Business Since
2001
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy