Emily Bass, NSSA® Advisor · Melbourne, FL
Emily Bass
Financial Professional, Velten Waterhouse Advisors
Professional Profile
Meet Emily Bass, a dedicated Financial Professional at Velten Waterhouse Advisors in Florida, bringing over six years of experience in the financial industry to help clients navigate the complexities of retirement planning. With a strong focus on social security strategies, Emily is committed to providing tailored solutions that enable her clients to achieve a stress-free retirement. Armed with her insurance license and extensive knowledge of financial products, she is well-equipped to guide individuals through retirement challenges, ensuring they feel confident and secure in their financial future.
Emily Bass has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Emily's passion for community involvement shines through her volunteer work at the local animal shelter and her love for all animals. She believes in building lasting relationships with her clients, understanding their unique needs and goals to create effective financial plans. An avid reader and trivia queen, Emily continually seeks knowledge to stay ahead in her field, establishing herself as a reliable and respected expert among her peers and clients alike. If you're in search of a knowledgeable financial advisor who genuinely cares about your financial wellbeing, Emily Bass is your go-to professional in Florida.
Disclosure
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through the Velten Waterhouse Advisors. Velten Waterhouse Advisors is a separate and unaffiliated entity from Simplicity Wealth.
Contact Emily
How an ARPI-Certified Advisor Can Help You
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
