Advisor Information
Stephen Freedman
Director, Financial Planning
Edelman Financial Engines
Based In:
Serving Clients in these States

I value the opportunity to work with individuals and their families to help them reach their financial goals. I work collaboratively with my clients to help grow and protect their wealth through comprehensive financial planning.Employment History:2016 – Present: Director, Financial Planning at Edelman Financial Engines2011 – 2016: Wealth Manager at USAA Wealth Management2007 – 2011: Client Manager/Wealth Management Banker at Bank of America/Merrill Lynch2001 – 2007: Financial Services Professional at MassMutual Financial ServicesProfessional Designation(s): CERTIFIED FINANCIAL PLANNERâ„¢