With more than 20 years of industry experience, I'm a financial planner who's focused on helping my clients discover the right financial path for their unique situation so they can enjoy the future they've worked so hard for. When not at work, I'm with my wife and two boys, usually camping and cooking delicious meals. I'm a fluent Spanish speaker and actually ran with the bulls in Pamplona, Spain.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.
2Data as of Dec. 31, 2021.
|Firm Start Year:||2006|
|Name of Custodial Firm:||Charles Schwab, TD Ameritrade and others.|
|Number of Years with Current Firm:||3|
|Firm's Number of Clients:||1,150,000|
|Assets Managed by Firm:||$205,600,000,000|
Compensation and Fees
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
WiserAdvisor is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, WiserAdvisor may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. WiserAdvisor is not a client, agent, representative or affiliate of Edelman Financial Engines. WiserAdvisor receives a referral fee from Edelman Financial Engines in exchange for each prospective client WiserAdvisor provides to Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. Due to this arrangement, WiserAdvisor has an incentive to match you to Edelman Financial Engines as one of the options. Please click the Supplemental Disclosure for more information.
Additional Detailed Disclosures
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