Paraplanner, LPL Registered Administrative Associate
Emily Bushong | Paraplanner, LPL Registered Administrative Associate
Ms. Bushong began her career in the financial services industry in 2001. She graduated from Occidental College in Los Angeles, CA with a BA in Diplomacy and World Affairs.
Emily’s passion is educating and assisting individuals as they pursue their own financial and retirement goals. She has worked with advisors and clients in all facets including wealth management, investment accounts, estate planning, multi-generational legacy creation, charitable giving, life and disability insurance, annuities, long-term care planning, and corporate investment management.
Emily holds FINRA Series 7, 24, and 65 registrations held through LPL Financial, and State of California Department of Insurance Accident and Health Agent, Life-Only Agent, and Variable Contracts Agent licenses, and the Associate, Customer Service (ACS) designation from LIMRA.
Ms. Bushong is an active volunteer with March of Dimes, a co-founder of the Huntington Harbour Car Club, and serves as a judge for the Huntington Beach Concours d’Elegance car show. Her passions are gardening, cooking, and travel.