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Emma Foulkes of Altruist Wealth Partners is a member of XPX Atlanta

Emma I Foulkes

Partner

Collective Wealth Partners

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... Your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.

Contact Method

emma@collectivewealthpartners.com

Profession

  • Consultant
  • Insurance
  • Wealth Manager

    • Professional Certifications

    Certified Financial Planner, Charter Retirement Planning Counselor

    Functional Expertise

  • Board of Directors (not for profit)
  • Entrepreneurship
  • Fiduciary
  • Investments
  • Retirement
  • Tax
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Government
  • Media and Entertainment
  • Software/Internet
  • Telecommunications

    • Client Results

    Membership

    Atlanta Individual

    Member Since

    Member for 3 years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To learn how to best fit the needs of my entrepreaneur clients.

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