Caroline Emswiler, CFP®
President
Phone: 952-294-4921
Fax: 952-937-7605
15830 Venture Lane
Eden Prairie, MN 55344
Caroline Emswiler, CFP®, is the president of WEALTH Financial Consultants, Inc., located in Eden Prairie, MN. She is a Certified Financial Planner practitioner and has been advising clients for 30 years. She specializes in financial planning, including retirement asset management and income planning, qualified plans for small businesses, and planning for clients with equity compensation (stock options and restricted stock.) She is a registered representative and investment advisor representative with Osaic Wealth, Inc., a full-service independent broker-dealer. Caroline is also a member of Innovative Financial Group (IFG), the largest producer group of Osaic Wealth, Inc.
Caroline serves clients in Arizona, Arkansas, California, Florida, Iowa, Minnesota, Missouri, Nebraska, Ohio, Texas, Utah, Wisconsin, and Wyoming. She has done numerous presentations over the years for Fortune 500 companies, professional organizations, and other financial advisors at national conferences. Since 2010, Caroline has been listed as an annual award recipient of the Circle of Excellence of Women in Financial Services (WIFS) and has been recognized in Minneapolis-St. Paul Business Journal as one of the National Association of Board Certified Advisory Practices (NABCAP)’s Premier Advisors. Caroline has also been a recipient of the Five Star Wealth Managers Award. Five Star Professional has been recognized in the pages of Mpls. St.Paul Magazine and Twin Cities Business, Twin Cities-area wealth managers.
Caroline resides in Eden Prairie, Minnesota, with her husband, Brian, their son, Ryan, and their two cats and mini schnauzer, Hunter. Hunter comes to the office every day to socialize with clients. Caroline enjoys running, weight training, reading, cooking, and traveling with her family in her free time.
Award Disclosures
Circle of Excellence Women in Financial Services (WIFS)
- Women in Insurance and Financial Services (WIFS) was founded in 1936 and is an association of financial services professionals. Qualification for the 2023 Circle of Excellence is based on personal income for the year prior to the award. All Circle of Excellence registrants are current members who pay a membership fee and provide proof of income. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.