Manager, Financial Wellness
eMoney Advisor
Dr. Emily Koochel is Manager of Financial Wellness at eMoney Advisor, where she leads research and education initiatives on financial technology and psychology. She contributed to The Psychology of Financial Planning for the CFP Board and serves as a researcher for the organization’s first longitudinal study on holistic planning. Dr. Koochel also teaches in the Financial Planning M.S. program at NYU and holds designations as a Certified Financial Therapist, Accredited Financial Counselor, and Behavioral Financial Advisor.
Ahead of the Curve: Psychology, Technology & Planning Strategies That Set You Apart
Tuesday, November 4, 2025
11:00 AM - 12:00 PM PDT
The Power of Connection: Collaborative Planning with eMoney
Tuesday, November 4, 2025
1:30 PM - 2:30 PM PDT