Celeste Revelli, CFP

eMoney Advisor
Director of Financial Planning

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Celeste is part of eMoney’s Financial Planning Group, which focuses on providing advanced financial planning support for eMoney’s clients, from small firms to large enterprises, as well as support for various eMoney business units- the client services team, business development team, product and development teams, and marketing team. Using deep product knowledge and industry insights, this team of CERTIFIED FINANCIAL PLANNERS™ helps financial professionals model complex financial planning techniques and provide guidance in maximizing the use of eMoney.

Joining eMoney in 2011, Celeste oversees advanced financial planning client support and services, eMoney's continuing education program for CFP®s and CPAs, internal and external financial planning content and education programs, as well as department operations. She also contributes to defining the financial planning feature-set of the platform. With over 10 years of experience in the financial services industry, Celeste received her CFP® designation in 2014 and graduated from Loyola University Maryland in 2008. Celeste resides in Philadelphia with her husband and their dog.

About Us: eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney's solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S.

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