Ashley Zephir

Director, Financial Planning at Edelman Financial Engines - Sunnyvale, California, United States

Ashley Zephir's Colleagues at Edelman Financial Engines
Bert Boutte

Director, Financial Planning

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Andrzej Mendela

Director, Financial Planning

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Robert Young

Senior Director, Investments and Portfolio Analysis

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Justine Gidaro

Director, Financial Planning

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Ken Barnes

Director, Financial Planning

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Erich Gebbie

Director, Financial Planning

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Shannon Cfp

Director, Financial Planner

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Ashley Zephir's Contact Details
HQ
+1 855-215-7171
Location
Baltimore,Maryland,United States
Company
Edelman Financial Engines
Ashley Zephir's Company Details
Edelman Financial Engines logo, Edelman Financial Engines contact details

Edelman Financial Engines

Sunnyvale, California, United States • 1400 Employees
Financial Services

We put the personal in personal finance.Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice. In 2018, two of America's most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed. Today we're America's #1 independent financial advisory firm, recognized by Barron's.* Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have over 145 planner offices nationwide, and more than 1.3 million clients** trust us to manage over $270 billion*** in assets. Learn more at www.edelmanfinancialengines.com. * The 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.

Details about Edelman Financial Engines
Frequently Asked Questions about Ashley Zephir
Ashley Zephir currently works for Edelman Financial Engines.
Ashley Zephir's role at Edelman Financial Engines is Director, Financial Planning.
Ashley Zephir's email address is ***@edelmanfinancialengines.com. To view Ashley Zephir's full email address, please signup to ConnectPlex.
Ashley Zephir works in the Financial Services industry.
Ashley Zephir's colleagues at Edelman Financial Engines are Bert Boutte, Andrzej Mendela, Robert Young, Justine Gidaro, Ken Barnes, Erich Gebbie, Shannon Cfp and others.
Ashley Zephir's phone number is +1 855-215-7171
See more information about Ashley Zephir