Broker Check
Emily Russell, CFP®

Emily Russell, CFP®

Paraplanner CUSO Financial Services, L.P.* at UFCU

“If you fail to plan, you plan to fail!” Benjamin Franklin

Branch Location: UFCU Plaza

FINRA’s Broker Check for Emily Russell

Some people just have a knack for making friends, and Emily is one of those. This people person arrived in Texas from Colorado not knowing a soul, and has since created a community of friends and acquaintances from scratch. Emily has strong core values and a great work ethic. Her creative problem-solving skills make her an excellent addition to the team.

Emily received her Bachelor of Arts in Economics from Southwestern University. She attained the CERTIFIED FINANCIAL PLANNER certification in 2022 and has a passion for planning. She is committed to empowering members to reach their financial goals at every stage of life.

Emily considers herself a “swammer” as she swam competitively at Southwestern University, but now prefers to lay by the pool. These days she enjoys paddle boarding on Lady Bird Lake, doing her nails or walking the dogs with her husband.

Get to Know Emily

What is the one food you would never give up?
“Dairy. I’ve had to give up enough because of the other dietary restrictions I have.”

What is your favorite holiday?
“Any holiday I spend with family is my favorite.”

Who is your favorite superhero?
“Marvel’s Doctor Strange”

To learn more about how Emily can help you with your investment needs, email or call (512) 977-7925.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.