Associate Director, Financial Planning
About Financial Advisor
- Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006.
- Successfully completed the Series 7, 63 and 65 examination(s) administered by FINRA.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant (ChFC®) certification(s).
- Masters of Business Administration in Business Management from University of Dallas.
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.