Ric Edelman
Chief Executive Officer at The Edelman Financial Center LLC
Profile
Fredric Mark Edelman founded Edelman Financial Services LLC in 1987, where he worked as Executive Chairman, The Edelman Financial Center LLC in 1987, where he is working as Chairman & Chief Executive Officer from 1987, and Edelman Financial Engines LLC in 1987, where he worked as Chairman from 1987 to 2021.
Mr. Edelman also currently works at Wolf Trap Foundation for the Performing Arts, as Director, The Boys & Girls Clubs of Greater Washington, as Director, and American Savings Education Council, as Partner.
Mr. Edelman also formerly worked at Pinnacle Summer Investments, Inc., as President, Co-Chief Executive Officer & Director in 2012, United Way of the National Capital Area, as Chairman in 2007, Boys & Girls Clubs of America, as Director, and Junior Achievement of The National Capital Area, as Director.
Mr. Edelman received his undergraduate degree in 1980 from Rowan University.
Ric Edelman active positions
| Companies | Position | Start |
|---|---|---|
| The Boys & Girls Clubs of Greater Washington | Director/Board Member | 2009-06-16 |
| Wolf Trap Foundation for the Performing Arts | Director/Board Member | - |
| American Savings Education Council | Corporate Officer/Principal | - |
The Edelman Financial Center LLC
 The Edelman Financial Center LLC Investment ManagersFinance The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Chief Executive Officer | 1986-12-31 |
Former positions of Ric Edelman
| Companies | Position | End |
|---|---|---|
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Founder | 2021-12-30 |
| United Way of the National Capital Area | Chairman | 2006-12-31 |
| Junior Achievement of The National Capital Area | Director/Board Member | - |
Boys & Girls Clubs of America
 Boys & Girls Clubs of America Miscellaneous Commercial ServicesCommercial Services Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA. | Director/Board Member | - |
Pinnacle Summer Investments, Inc.
 Pinnacle Summer Investments, Inc. Investment ManagersFinance Pinnacle Summer Investments, Inc. provides wealth management services. It services include investment advice, investment management and financial planning. The company was founded by Don A. Sanders in January 2000 and is headquartered in Fairfax, VA. | Chief Executive Officer | - |
Training of Ric Edelman
| Rowan University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Pinnacle Summer Investments, Inc.
Pinnacle Summer Investments, Inc. Investment ManagersFinance Pinnacle Summer Investments, Inc. provides wealth management services. It services include investment advice, investment management and financial planning. The company was founded by Don A. Sanders in January 2000 and is headquartered in Fairfax, VA. | Finance |
Edelman Financial Services LLC
 Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Finance |
The Edelman Financial Center LLC
The Edelman Financial Center LLC Investment ManagersFinance The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Finance |
Boys & Girls Clubs of America
Boys & Girls Clubs of America Miscellaneous Commercial ServicesCommercial Services Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA. | Commercial Services |
| Wolf Trap Foundation for the Performing Arts | |
| The Boys & Girls Clubs of Greater Washington | |
| United Way of the National Capital Area | |
| Junior Achievement of The National Capital Area | |
| American Savings Education Council | |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Finance |
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