Edelman Financial Engines is the #1 Ranked Independent Registered Investment Adviser by Barron's. We are fee based Fiduciary that manages over $260 Billion AUM. Partnering with Fortune 500 401k participants, Wiser Adviser, SmartAssets, and Senior Adviser digital referrals. mentoring, educating and partnering with Dave Ramsey SmartVestor Pro & Ric Edelman radio show listeners. "We believe every hardworking American deserves to move their financial life forward. "I provide my clients with holistic advice designed to help protect and grow their wealth so they can achieve their financial goals. My wife Jaclynn and I have one daughter. Originally from Hawaii, that enjoys working out and keeping fit. Important Information About the Chartered Retirement Planning Counselor (CRPC) Designation: The Chartered Retirement Planning Counselor (CRPC) program is issued by the College for Financial Planning and focuses on a course of study encompassing pre- and post-retirement needs and issues related to asset management and estate planning. Although the CRPC program requires no prerequisites, Candidates must complete a final designation exam that is online, closed-book and proctored. Additionally, Candidates much complete 16 hours of continuing education every two years. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service offered or rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C. *The 2019 Top 50 Independent Advisory Firm Ranking issued by Barrons is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 