MassMutual financial professional.

Emily Forteemail

Emily Forteemail


Bluecrest Financial Alliances - Oklahoma

6305 Waterford Blvd, Suite 300
Oklahoma City, OK 73118

Professional Story

Preparing for the next chapter in life can feel overwhelming—but you don’t have to do it alone. I’m here to help you build a secure financial future with personalized guidance every step of the way. Whether it’s simply understanding your goals, or helping to ensure a reliable lifetime income through annuities and evaluating your current investments, I’ll take the time to assess your unique situation, identify any gaps, and craft tailor strategies that work for you. I am a Registered Dietitian by trade but have always loved finance. I grew up with my dad talking about saving and investing so I jumped on the opportunity to change careers when it was presented. My husband is a Lieutenant with the Oklahoma City Fire Department and we have a lovely fur baby. I was born and raised in Texas where I met him at Texas Tech University and he’s from Queens, NY. We enjoy spending our time at church, with loved ones and staying physically fit. He even has done improv for the last 20+ years so it’s always a pleasure going to watch him make others laugh. I choose to partner with Bluecrest Financial Alliances to help meet the diverse needs of my clients. There are many reasons to work with a financial firm when planning for your future: protecting your family or business, finding solutions to help supplement income, and gaining the confidence that comes with a well-prepared financial strategy. Bluecrest Financial Alliances is built to prioritize clients' long-term goals. We focus solely on doing what’s right—for today, tomorrow, and every step in between.

Education

Texas Tech University 1997-2000, Eastern Illinois University 2001-2002

Hobbies

Spending time with family, Church, Working out, Coffee with friends


Languages: English


Credentials: RICP®


Specialties:Insurance Strategies, Investment Strategies, Business Owners, Military, Retirement Income Planning, Retirement Strategies, Financial Education, Financial Planning


Check the background of this investment professional on FINRA's BrokerCheck

Connect with Emily

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