(805) 690-1290
mburton@
partnervest.com
ASSOCIATE ADVISOR
Emily was born in Ontario, Canada and spent her childhood between Ontario and Santa Barbara. She attended College in London, Ontario receiving her Bachelor of Commerce in Business Management. She has deep family roots in the investment industry and has had a passion for the industry since she was a teenager. Her great grandfather served as president of Investments Canada and owned his own advisory firm for many successful years.
Since moving to Santa Barbara, Emily has been working for the Gwendolyn Strong Foundation as Development Director, creating lasting relationships with donors and community partners. She plans to continue her involvement with the foundation and whole-heartedly supports their mission of creating a more inclusive environment where every child can thrive , Inclusive play helps develop a true understanding of the world and encourages appreciation of the differences between people. The foundation is building Santa Barbara's first inclusive playground and has raised $6M in the last 4 years to fund the project.
Emily has lived in Santa Barbara for 3 years and plans to make Santa Barbara her permanent home. Emily is an avid tennis player and proudly represents her team at the Santa Barbara Polo and Racquet Club. She earned a national bronze medal in 2023. She also enjoys traveling, hiking, and skiing.
Emily believes in building strong, trusted relationships with clients and understands the importance of open communication and understanding each individual and family members unique needs and goals.
Securities offered through Sorrento Pacific Financial, LLC (“SPF”). (Member FINRA/SIPC). Investment advisory services offered through duly registered individuals on behalf of Creative One, LLC a Registered Investment Adviser. Creative One, LLC, SPF are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and advisory services can meet your retirement needs.
CA Lic #0730612
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21118 - 2021/6/21