Advantage Trust Company is proud to congratulate Emily Page who recently earned her certification as a Certified Financial Planner®. The CFP® marks identify those individuals who have completed educational course work, passed the CFP® exam, met strict ethical requirements, and have 6,000+ hours of financial planning experience. The 6-hour comprehensive CFP® exam covers the financial planning process, insurance, investments, tax planning, retirement planning, estate planning, and the psychology of financial planning.
Page has worked at Advantage Trust Company since January 2024 with specific duties in trust administration and wealth management, and she has been in the financial services industry for more than ten years. Before joining Advantage Trust Company, Page served as a financial advisor in the Salina area, earning her Chartered Retirement Planning Counselor (CRPC®) and Accredited Portfolio Management Advisor (APMA®) designations from the College of Financial Planning.
Advantage Trust Company CEO and Chairman of the Board Brian Boyer says, “Emily has been committed to the preparation and work needed to obtain her CFP® certification. We are extremely proud of her for this achievement. The certification signifies the extensive breadth of knowledge she has obtained and now utilizes for the benefit of our clients.”
A Salina native, Page grew up on a family farm and believes strongly in supporting community organizations; she has served as a local volunteer for programs such as 4-H, FFA, and AFA for more than 15 years. Page and her husband have four energetic children who fill their days with activities, laughter, and a few messes to clean up. When she isn’t chasing her kids around, Emily enjoys traveling and has been to 15 countries (and counting)!
Please join us in congratulating Emily and wishing her continued success.