Whitney Emanuel has been a financial adviser for 8 years. She began at Ameriprise Financial and branched off on her own to start Strategic Visionaries in 2016. She took an even bigger leap at the beginning of 2019 to leave the big-box financial world to go completely independent! She holds her FINRA Series 7, 63, 65 & state insurance licenses and her CRPC® certification.
Whitney works with “out of the box” thinkers: creatives, entertainers, entrepreneurs and small business owners to implement on the vision of their lives by re-creating money stories. She believes money is simply the means to your end and creates strategies to customize her clients’ benefit plans, children’s education funding, investment, estate and savings plans aligned with their values. As a single working parent with her own business, she understands the challenges and customizes solutions for her hard-working clients, many of whom are caretakers themselves.
Whitney is passionate about organizing and attending community events to make connections and enrich lives. She resides in Minneapolis with her 5-year-old daughter, Zurisadai, and their 5-year-old Great Dane Mastiff, Anaba.
NAWBO Achieve! Award: Member of the Year, NAWBO Minnesota Chapter - June 2019
This award recognizes a member who demonstrates passion for the NAWBO mission, strong chapter engagement, and has consistently served the chapter in a leadership and/or lead volunteer role for three years or more.
Top Women in Finance, Finance & Commerce Magazine - October 2018
Top Women in Finance award is published by Finance & Commerce magazine. The award is decided by a panel of judges representing banking and business, from nominations received through their public website. Honorees are chosen for their notable contributions to their professions, communities and society at large. Also factored are leadership and mentoring roles in the community. Advisor performance is not a criteria. The award is not indicative of the advisor’s future performance and working with a nominee does not guarantee investment success. Inclusion on the list should not be construed as an endorsement by Finance & Commerce. No fee was paid to participate in the survey.
Million Dollar Round Table, The Premier Association of Financial Professionals® - December 2017
Honorees demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.