Director, Financial Planning
Chadds Ford (Appointment Only)
About Financial Advisor
- Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1996.
- Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s).
- Bachelors degree in Science Environmental Planning and Design from Rutgers University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.