Elliot Herman
Executive Director, Financial Planner @ Edelman Financial Engines | CFP, CPA
- Role
- Executive Director, Financial Planner at Edelman Financial Engines
- Location
- Quincy, MA, US
- LinkedIn followers
- 500 followers
About Elliot Herman
With over 25 years in financial services, I bring expertise in wealth planning, portfolio management, and investment strategies. As Executive Director and Financial Planner at Edelman Financial Engines, I work with a talented team to deliver tailored financial guidance that incorporates, tax-sensitive investments, and alternative strategies. We strive to empower individuals and families by connecting critical aspects of their financial lives to achieve clarity and long-term goals. Our mission at Edelman Financial Engines is to make sophisticated investment tools and financial planning accessible to all. By blending advanced technology with personalized advice, we help clients navigate their financial journeys. Passionate about fostering confidence and security, our approach is rooted in acting as a trusted advocate for every client, enabling them to build, grow, and preserve their wealth.
Experience
Executive Director, Financial Planner
Nov 2023 — Present · Boston, MA, US
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration - MBA
Boston University Metropolitan College
Financial Planning
2000 — 2000
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration - MBA, Accounting
Brandeis University
BA, Economics
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