Broker Check
Whitney Emanuel

Whitney Emanuel

CEO, CFP®

Whitney Emanuel has been a financial adviser since 2011. 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 CFP® and CRPC®, FINRA Series 7, 63, 65 & multiple state insurance licenses. Whitney works with courageous executives and business owners that want to know SPECIFICALLY how to hit their goals and are motivated to do so. 

She believes money is simply the means to your end: not the focus of your plan. She builds out individually customized strategies for her clients’ employer benefits, retirement and college funding, their total investment portfolio, estate and tax strategies that are aligned with their core values.  As a single working parent with her own business, she understands what it feels like to balance priorities and does exactly that for her hard-working clients, many of whom are also caretakers.

Whitney’s core values are faith in Jesus, service, health, family, decisiveness and joy. She lives in South Minneapolis with her 7-year-old daughter, Zurisadai, 7-year-old Great Dane Mastiff, Anaba, and 1 year-old kitty, Nicollet. Whitney and Zuri love to serve in their faith family that provides for one another’s needs in housing, money, prayer and community.

 

Awards include:

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 criterion. 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.