Emily M. Sricharoenchaikit, CFP®, CRPS®, AIF®
Emily is a CFP® and outdoor enthusiast.
Emily specializes in developing retirement solutions for business owners and working with high net worth families and young professionals. Her strategic approach has helped her clients stay rooted in their financial plans and relationships.
Emily joined Grimes & Company in 2014 after managing a wealth planning practice at MassMutual Financial Group. She is a graduate of Macalester College in St. Paul, MN, but is proud to call Central Massachusetts her home.
She is a member of the Corridor 9 Chamber of Commerce, Worcester Estate Planning Council, and Venture Crew 100, part of the Boy Scouts of America. An outdoor enthusiast and winter sports fanatic, Emily’s passions are sailing, skiing, playing hockey or messing around in the garden. Lately, she is tackling new home ownership and navigating the aisles of Home Depot with her fiancé David.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.