Emily joined Tarbox in 2012 as a wealth planner. Emily has extensive experience consulting with clients on the various life stages of the financial planning and wealth management, especially concerning tax considerations. She often advises multiple generations of Tarbox clients.
Prior to joining Tarbox, Emily worked for a fee-only wealth management firm in the Bay Area serving high net worth individuals with complex financial structures as both a client manager and tax preparer. Emily’s quantitative skills are complemented by her insight into the often-complex behavioral aspects of family finances.
Emily was awarded her CFP® designation in 2015 and is a CTEC Registered Tax Preparer (CRTP). She earned a Bachelor of Arts degree in English from the University of California, Berkeley.
Age from which Emily knew that she wanted to attend U.C. Berkeley
Days Emily ran consecutively as part of a challenge
Since I was 9 years old, we’ve spent one week almost every summer camping at the UC Berkeley alumni camp, The Lair of the Golden Bear. I camped there as a child, and now my children are campers there too. Go Camp Blue!
People alive today with the last name Balmages (as far as she knows)