Sandy Hogan Email

Executive Assistant to President and CEO . Edelman Financial Services

Current Roles

Employees:
1924
Revenue:
$350.2M
About
Ric Edelman has been named the # 1 financial advisor in the country by Barron's*, the prestigious Wall Street weekly publication and has made the list of the Top 100 Independent Financial Advisors for the past seven years (2004-2010). The ranking is based on assets under management, revenues the advisors generate for their firms, and the quality of their practices. All of our financial advisors share Ric's methodology as well as his commitment to our clients. This expertise and dedication has helped make us one of the largest investment and financial planning firms in America Our Chairman and CEO, Ric Edelman, is one of the most respected experts in the industry. The approach to personal finance that he's developed over the past 20 years is used throughout our firm. We listen carefully, and use our deep understanding of today's economic issues to offer comprehensive advice specifically tailored to each client. But don't take our word for it. For decades, Ric and his team have been the go-to source for trusted financial advice. Come discover what we can do for you.
Edelman Financial Services Address
28 State St
Sunnyvale, CA
United States
Edelman Financial Services Email
Edelman Financial Services Phone Numbers
+14084986020

Past Companies

Edelman Financial EnginesExecutive Assistant to President and CEO
Fidelity InvestmentsAssistant to Senior Executive
The Brown CompanyExecutive Assistant

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