Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans.
Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals.
1For independence methodology and ranking, see Investment News RIA Data Center.
|Firm Start Year:||2005|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||MA|
|Number of Years with Current Firm:||11|
|Qualifications & Memberships|
|Firm's Number of Clients:||9,480,515|
|Firm's Number of Managed Clients:||9,480,515|
|Assets Managed by Firm:||$134,400,000,000|
|Assets Managed by Advisor:||$45,143,631|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
Joined Financial Engines in 2005. Began his career in the financial services industry in 1980.
Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA.
Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team.
Hometown is Bay Shore, N.Y.
Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.