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Dominic C
Series 65
Albuquerque, NM
Edelman Financial Engines
Dominic Chavez is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 18 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Based in Albuquerque, NM, Chavez provides investment advisory services as part of a large national firm. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large participant base through both advisor-led and online platforms, and provides employer-facing retirement plan consulting and education.
Javier L
Series 66
Albuquerque, NM
Edelman Financial Engines
Javier Lucero is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. Based in Albuquerque, NM, Lucero has been with Edelman Financial Engines since 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and is notable for its scale and delivery model serving hundreds of thousands of clients.
Andrew G
Series 63, Series 66
Alburquerque, NM
Edelman Financial Engines
Andrew Greene is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Financial Engines Advisors L.L.C. before joining Edelman Financial Engines in 2025. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.
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