Fairfax, VA Office

Team
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Edelman Financial Engines

Institution

Firm-wide stats for Edelman Financial Engines

Total advisors

718

Across 322 offices

Clients per advisor

665 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

About

Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Its offerings cover workplace solutions for defined contribution plans, IRAs and taxable accounts, planner-led wealth management, retirement income services, and sub-advisory/TAMP arrangements.

The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering both discretionary management (Professional Management, Personal Advisor, SMAs) and non-discretionary Online Advice. Its investment process emphasizes diversified model portfolios, periodic rebalancing and long-term orientation, and Edelman Financial Engines operates as a fiduciary for retirement accounts under ERISA and applicable DOL guidance.

Notable characteristics include a direct-subscription online advice channel available outside the workplace alongside its employer-integrated offerings, and a very large scale of client service—managing approximately $326 billion for roughly 477,000 clients supported by 686 advisors, which implies a high client-per-advisor ratio. The firm also offers product exposures that are less common for large institutional advisers, including direct-indexing SMAs, alternative private funds and structured products, and thematic portfolios with digital-asset exposures.

Based on Edelman Financial Engines

Expertise

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Based on Edelman Financial Engines

Occupation focus

Retired Founder/Business Owner

Based on Edelman Financial Engines

Location

4000 Legato Rd, 8th Floor

Fairfax VA 22033

Advisors at this office

47

Advisors at this office

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Charles N

Series 66

Fairfax, VA

Edelman Financial Engines

Charles Nardiello is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds a Series 66 designation and has been with the firm and its predecessors since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and a long-term investment approach across multiple account types.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Reynold R

CFP®, Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

Reynold Roy Jr. is a CFP® professional with 39 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His career includes over 20 years at Edelman Financial Services LLC and prior roles within affiliated firms of Edelman Financial Engines. 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 modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and operating as a fiduciary under ERISA and DOL guidance.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Lipika S

Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

Lipika Swarup is a financial advisor at Edelman Financial Engines with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Edelman Financial Engines in 2025, she worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she owns a cake decorating business called My Cake Pals. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolio management and retirement income services across a broad client base.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Douglas R

CFP®, Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

Douglas Rabil is a CFP® professional with 42 years of experience in the financial advisory industry. He currently works at Edelman Financial Engines and has been with affiliated firms since 1996, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process alongside planner delivery and online tools, offering a range of discretionary and non-discretionary management options with a focus on diversified, long-term portfolios.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Jaden J

Series 63, Series 66

Fairfax, VA

Edelman Financial Engines

Jaden Jeong is a financial advisor at Edelman Financial Engines with four years of industry experience. He has held roles at several firms including Morgan Stanley Smith Barney LLC, Wells Fargo, and Mitre Corporation. 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 and supports a large client base through both advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Michael K

CFP®, Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

Michael Krowe is a CFP® professional with 20 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a sole proprietor providing musical entertainment. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment orientation.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Patrick D

CFP®, Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

Patrick Day is a CFP® professional with 41 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessors since 1992. Outside of his advisory role, he writes articles supporting a book on life planning and wealth, scheduled for publication in June 2024. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and a mix of discretionary and non-discretionary investment management.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Kristine C

Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

Kristine Chaze is a financial advisor with Edelman Financial Engines in Fairfax, VA. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Catherine K

CFP®, Series 63, Series 65, Series 66

Fairfax, VA

Edelman Financial Engines

Catherine Kalweit is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines. She has previously worked within various Edelman-affiliated entities since 2007. Kalweit serves on the Board of Directors for the Center for Object Relations, a nonprofit focused on education and resources related to the theory of Object Relations. 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 a range of discretionary and non-discretionary investment solutions.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Alexander J

Series 65

Fairfax, VA

Edelman Financial Engines

Alexander Jordan is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes six years at Allstate Insurance Company and a brief employment at George Mason University. 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 investment options with a focus on diversified portfolios and long-term strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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David S

CFP®, Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

David Sheehan is a CFP® with 23 years of industry experience, currently serving at Edelman Financial Engines. He has worked with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term orientation.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar

Nathaniel P

CFP®, Series 66

Fairfax, VA

Edelman Financial Engines

Nathaniel Parks is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. His work history includes multiple roles at Financial Engines Advisors L.L.C. dating back to 2018, as well as prior experience at Commonwealth Financial Network. 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 investment solutions across a broad range of portfolios and account types.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Paul J

CFP®, Series 63, Series 65

Fairfax, VA

Edelman Financial Engines

Paul Jordan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include over a decade with related entities within the Edelman Financial Engines organization, including Financial Engines Advisors and Edelman Financial Services. 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 and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary management across a broad range of accounts.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Rita C

Series 63, Series 66

Fairfax, VA

Edelman Financial Engines

Rita Chehoeva Head is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various entities affiliated with Edelman Financial Engines since 2016. Outside of her financial advisory role, she serves as the pianist and accompanist for Round Hill United Methodist Church. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a broad range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Mary M

Series 66

Fairfax, VA

Edelman Financial Engines

Mary Martin Falanga is a financial advisor with Edelman Financial Engines, holding a Series 66 credential and over 21 years of industry experience. She has been with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. since 2018. She serves as a board member for the Northern Virginia Therapeutic Riding Program, a nonprofit providing equine-assisted activities for people with disabilities and other at-risk groups. Edelman Financial Engines offers 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, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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