Joel Koelpin

Financial Planner @ Edelman Financial Engines

Role: Financial Planner at Edelman Financial Engines
Location: Dallas-Fort Worth, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joel Koelpin

Engaging, empathetic, and highly ethical servant leader with experience across financial planning, management, and retail banking.I find joy in connection and the role of kindness in business — the success I’ve experienced has always been accompanied by effective collaboration, genuine trust, and selfless effort. I have refined my ability to provide outstanding service through thousands of interactions, beginning with a college job as a community bank teller to my most recent as a financial advisor to employees at some of the world’s largest companies.As the son of a professor, the husband of a teacher and the friend of many more, education is close to my heart. With my career in financial services, I seek to continue teaching others and learning, myself. Please do not hesitate to connect with me!

Experience

Financial Planner
Edelman Financial Engines
Nov 2025 — Present · Dallas-Fort Worth, TX, US

Education

College of Business- Minnesota State University, Mankato
Bachelor of Science - BS, Business Management

Contact information

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•••••@edelmanfinancialengines.com
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Current company

Edelman Financial Engines

Financial Services · 1.6K employees · Founded 1987 · Santa Clara, California, United States

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

edelmanfinancialengines.com

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About Joel Koelpin

Experience

Financial Planner

Education

College of Business- Minnesota State University, Mankato

Find verified contacts for anyone on LinkedIn