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Emily Barbe, CFP®
Describe your perfect day?
My perfect day is all about cruising through the Florida Keys under the sunshine, anchoring at a sandbar to hang out with my favorite people, and ending it with a fresh seafood dinner and a game of Catan on the beach.
What do you most like about your job?
Life is full of surprises—some good, some difficult—and I truly enjoy helping clients navigate the ups and downs, celebrating their successes and offering guidance through their challenges.
Surprise us, something we don't know about you?
I have lived in a tent and on a boat for two months – not at the same time, but the experiences are similar!
How long have you worked in Financial Services?
12+ years
About
After working at some of Wall Street’s largest firms for over a decade, Emily started her own financial planning practice and then joined Domain Money on the belief that everyone deserves financial freedom. Through navigating her own journey of risks and challenges, Emily saw firsthand how powerful it is to have someone in your corner, someone who listens and takes the time to get to know you. That’s what she does—provides personalized strategies, meaningful connection, and ongoing support to help you move forward with confidence in your life’s goals and financial journey.Emily is passionate about financial literacy and enjoys coaching families and small business owners to better understand their relationship with money. She regularly runs financial workshops for local nonprofits, helping teens, young adults, and entrepreneurs set themselves up for success.Outside of financial planning, Emily owns a wedding and event venue with her husband on their five-acre farm in Miami. You will often find her switching through reading three different genres of books at once, salsa dancing, and road-tripping with her family.
Education
Bachelors of Arts with High Distinction in Communications & Spanish at Indiana University CFP® Certification
Expertise
Investments, Budgeting, Retirement Savings Strategies, Life Insurance, College Funding, Tax Advantaged Accounts
Experience
Emily began her career in NYC at Merrill Lynch in 2012, where she started as a client services associate for six years before rising to financial advisor in 2018. She spent a decade with her team, helping to manage over $600 million in assets. In 2021, her team moved to UBS, where she spent a little over a year, before launching her own practice in 2023.
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