Director, Financial Planning
Edelman Financial Engines
Serving Clients in these States
I am a fee only financial advisor. I’ve been helping clients reach their financial goals and objectives through comprehensive financial planning and investment management for over 34 years. I have completed the CFP Professional Education Program and am a Chartered Retirement Plan Counselor (CRPC), Chartered Mutual Fund Counselor (CMFC) and Registered Financial Consultant (RFC). I hold FINRA series 66 license, New York Life and health insurance license.