Emrich works with Kathie to expand our business owner planning and advanced planning expertise. Emrich is the owner of Stellar Advisor, a financial services practice located in Bethlehem, PA. For over 25 years Emrich and his team have been helping family business owners and individuals grow and transfer their wealth. Mr. Stellar specializes in the design, implementation, funding, communications and services of complex planning solutions for motivated clients.
Emrich has extensive experience in finding, developing, and networking the broadest range of solutions for client's problems in the areas of Estate/Tax Planning, Business Owner Planning, Executive Compensation Strategies and Charitable planning solutions.
Mr. Stellar has been a speaker on the subjects of Estate Planning, Business Succession Planning, Executive Benefits plan design and Nonprofit Funding. Emrich earned his undergraduate degree from East Stroudsburg University and his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr.
Emrich is a past president and Board Member of the Lehigh Valley Society of Financial Services Professionals. He is a member of the Lehigh Valley Estate Planning Council, the Historic Bethlehem Partnership, the Treasurer of the Lehigh County Authority Board, and a former Cub Master of Pack 199. In the 1990's Emrich was publicly elected to two terms on the Lehigh County Board of Commissioner.
During his financial planning career with CIGNA, and Osaic FA (formerly Lincoln Financial Advisors/Sagemark Consulting), Emrich has qualified for all of the development and production honors including the highest honor of the Premier Partners® Program*. Emrich is a Charter Member of an elite planner group within the Osaic FA (formerly Lincoln Financial Advisors/Sagemark Consulting) system known as The Resource Group™. This is an internal invitation-only, nationwide network of the top planners within Osaic FA who share the value of collaboration to bring unprecedented capabilities to the marketplace all in an effort to solve client problems. Emrich's top tier practice and network of advisors creates a unique planning source to help clients achieve their highest aspirations.
Emrich Stellar is a registered representative of Osaic FA. Stellar Advisor is a marketing name for registered representatives of Osaic FA. Stellar Advisor is not an affiliate of Okun Financial Group Inc.
*The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.