Dr. Emily Koochel serves as the Manager of Financial Wellness at eMoney Advisor, where she leads innovative research and education initiatives. With a Ph.D. in Applied Family Science and an M.S. in Financial Planning, she employs a multidisciplinary approach to explore the intersection of financial technology and financial psychology, aiming to enhance the planning experience for both advisors and clients.

As a subject matter expert, Dr. Koochel has contributed to peer-reviewed publications, books, and public scholarship. Notably, she co-contributed to the CFP Board’s book, 'The Psychology of Financial Planning,' and her work has been featured in prominent publications such as Investment News, Nasdaq, Yahoo Finance, Financial Advisor Magazine, Financial Advisor IQ, among others.

In addition to her role at eMoney, Dr. Koochel serves as Adjunct Faculty at New York University, instructing in the Financial Planning M.S. Program. Her prior experience includes teaching at Kansas State University and Michigan State University, covering topics such as Family and Finances, Personal Finance, Money and Relationships, Love and Money, and more.

Dr. Koochel is a Certified Financial Therapist – I, Accredited Financial Counselor, and Behavioral Financial Advisor.

Publications

• The Psychology of Financial Planning By CFP Board (Jun 08 2022)