close windowEmily Engstrom
Director of Marketing & Client Relations
Phone: 904.541.0076 | Toll Free: 888.541.0076

Emily Engstrom is currently our Director of Marketing & Client Relations. She graduated from the University of North Florida with a Bachelor of Business Administration degree in Marketing and a Bachelor of Business Administration degree in International Business. After graduation, Emily began her career with the CPA Retirement Planning Team in 2006 as our Director of Marketing and Client Relations.  

Emily enjoys working closely with our clients to answer questions on their retirement benefits and assisting them during retirement process to ensure a smooth and stress free transition to retirement. She also plans and promotes all of CPA Retirement Planning’s client events, attends and volunteers at local AT&T Pioneers events, and is a member of the Jacksonville Chamber, Clay Chamber and the Clay County Women's Empowerment Council.

Emily and her husband Erik reside in Jacksonville, FL.