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Celine F
Series 65
Phoenix, AZ
Edelman Financial Engines
Celine French is a financial advisor at Edelman Financial Engines with two years of industry experience and holds a Series 65 designation. She has worked at Edelman Financial Engines and its predecessor firm since 2024, and previously held roles outside the financial industry, including as a realtor and positions at AGC Multi Material America and Vuori. She is currently a realtor with Omni Homes International. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.
Richard M
CFP®, Series 63, Series 66
Phoenix, AZ
Edelman Financial Engines
Richard Munneke is a CFP® certificant with 29 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at Mercer Global Advisors, TD Ameritrade, and Charles Schwab in various roles spanning over two decades. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, periodic rebalancing, and long-term investment strategies.
Abigail T
Series 63, Series 65
Phoenix, AZ
Edelman Financial Engines
Abigail Toye is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors LLC, Cetera, and Foresters Financial Services. Her prior roles include positions outside of finance, such as with the Southwest Speech and Debate Institute and educational institutions in Phoenix, AZ. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term management.
Monica S
Series 63, Series 65
Phoenix, AZ
Edelman Financial Engines
Monica Striplin is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with Financial Engines and its related entities since 2008. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates various discretionary and non-discretionary programs overseen by a centralized Investment Committee.
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