Emma Foulkes

Emma Foulkes is a nationally recognized financial planner and the Chief Technology Officer at Collective Wealth Partners, where she merges deep financial expertise with a passion for innovation. She specializes in helping entrepreneurs and executives build tax-savvy generational wealth through sophisticated tax strategies and forward-thinking financial planning.

A subject matter expert for the CFP® Board, Emma plays a vital role in shaping the profession by writing exam questions for the national certification exam. She is also an author and respected voice in the financial services industry, known for making complex financial concepts accessible and actionable for clients and colleagues alike.

With more than two decades of experience, Emma delivers strategic planning rooted in precision, purpose, and long-term vision—ensuring her clients grow, protect, and transfer wealth on their own terms.

Emma holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™ designations and is frequently invited to speak on tax strategy, generational wealth, and the evolving role of technology in modern financial planning.