Emily Hazelroth, CFP
Senior Financial Advisor & Advisor Manager @ Summitry
About Emily Hazelroth, CFP
Emily Hazelroth is a Senior Financial Advisor and Advisor Manager at Summitry, with a background in neuroscience and environmental chemistry before transitioning to finance in 2014.
Known information
Emily Hazelroth serves as a Senior Financial Advisor and Advisor Manager at Summitry. She initially earned a degree in Neuroscience and worked as an analyst and project manager at an environmental chemistry laboratory. In 2014, Emily transitioned into the field of personal finance, holding roles at TIAA and Fidelity before her current position. Beyond her professional life, she is an avid outdoors enthusiast, enjoying activities such as camping, skiing, climbing, and hiking with her dog. Emily maintains strong ties to her Midwestern roots, taking annual trips back to enjoy the lakes, local breweries, and regional cuisine like tater tot hot dish. She is also actively involved in her community, volunteering alongside her husband at the local Humane Society, where she helps organize fundraisers and adoption events, and assists in socializing cats and walking dogs. Previously, Emily has volunteered with Junior Achievement and Open Arms of Minnesota, demonstrating a long-standing commitment to community service.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.