Ric Edelman
CFS, CMFC, RFC, CRC, QFP, BCM, EIEIO
Ric Edelman is one of the nation's most acclaimed financial advisors. He and his firm have won more than 50 financial, business, community and philanthropic awards, and his commitment to teaching consumers about personal finance has established him as one of the most popular financial professionals in America.
Acclaimed Financial Advisor
In 2003, Research Magazine ranked Ric the #1 advisor in the nation for
his focus on the individual client. He has earned three Awards of Excellence
by Royal Alliance Associates1, was named Ace Advisor of the Year by Ticker
Magazine, named Financial Planner of the Year three times by World Invest
Corporation, and named one of the D.C. area's top financial professionals
by Washingtonian magazine.
Successful Entrepreneur
Ric's firm, Edelman Financial Services Inc., was named three times
by Inc. magazine as the fastest-growing privately-held financial
planning firm in the country2. In 2003, Bloomberg Wealth Manager
ranked EFS as the sixth-largest independent financial planning and
investment management firm in the nation3, with $1.7 billion in client
assets under management. Other awards include Service Business of
the Year by the Fairfax, Va. Chamber of Commerce, the Blue Chip Enterprise
Award by the U.S. Chamber of Commerce, and the Washington, D.C. Entrepreneur
of the Year Award by Ernst and Young.
Best Selling Author
Ric Edelman is a #1 New York Times bestselling author. His five books
on personal finance include Ordinary People, Extraordinary Wealth,
The New Rules of Money, Discover the Wealth Within You and What You
Need to Do Now, and the personal finance classic, The Truth About
Money, which was named Book of the Year by Small Press magazine.
His books have collectively sold more than one million copies, been
translated into several languages, and have educated countless people
worldwide.
Award - Winning Talk Show Host
Winner of the A.I.R. Award for Best Talk Show Host, Ric hosts weekly
radio and television shows in Washington, D.C. He is a nationally
syndicated newspaper columnist , publishes a monthly newsletter and
has built one of the most comprehensive free educational resources
on personal finance online at RicEdelman.com. He is also the author
of a variety of video and audio educational systems that help people
achieve their financial goals.
Renowned Educator
For nine years, Ric taught personal finance at Georgetown University.
He is a state- and AICPA-approved instructor for continuing professional
education. He is also a member of the NASD Board of Arbitrators.
Ric has been the subject of many feature stories in the media, has appeared on hundreds of radio stations and every major television network, and has been quoted by dozens of newspapers and magazines. He also has testified before Congress and provided services to many agencies within the federal government, including as a delegate to the 1998 and 2002 National Summits on Retirement Savings. Ric is a sought-after speaker, widely acknowledged as one of the most entertaining and informative experts in his field.
Ric received an honorary doctorate from Rowan University in 1999. In 2002, the university named the school's new planetarium "The Ric and Jean Edelman Planetarium" in their honor.
Charity Work
Ric is founder of the Edelman Center for Personal Finance Education,
a nonprofit organization. He also serves as a member of the Board
of the United Way of the National Capital Area and the Boys & Girls
Clubs of Greater Washington, D.C. Ric also is a full partner of the
American Savings Education Council and the Jump$tart Coalition for
Personal Financial Literacy. He is a former board member of Junior
Achievement of the National Capital Area and served for three years
on the Grants Committee of the Foundation for Financial Planning,
where he remains a major donor. Ric and his wife Jean also support
the INOVA Hospital Foundation, Northern Virginia Family Service,
Wolf Trap Foundation, Rowan University, The Leukemia Lymphoma Society,
and many other charities.
Edelman Financial Services Inc.
12450 Fair Lakes Circle, Suite 200
Fairfax, VA 22033-3808
703-818-0800 800-221-6597
FAX 703-818-1910
www.RicEdelman.com
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