Ric Edelman is one of the most influential people in the financial services field, according to Investment Advisor, RIABiz and InvestmentNews. He was ranked 3 times as the nation’s #1 Independent Financial Advisor by Barron’s, is in the Research and Barron’s Advisor Halls of Fame, and received IARFC’s Lifetime Achievement Award. Ric created the first exponential technologies ETF and holds two patents.
He is Distinguished Lecturer, William G. Rohrer College of Business, Rowan University, a member of the advisory boards of Stanford University’s Center on Longevity and the Milken Institute Center for the Future of Aging, and a member of the Global Blockchain Convergence. Ric taught at Georgetown University for 9 years and has lectured at Stanford, GWU, Pepperdine, and Roger Williams University.
Ric is also founder of the Funding Our Future Coalition, whose 50+ academic, non-profit, corporate and think-tank members strive to improve America’s retirement readiness, and with his wife Jean is founder of Edelman Financial Engines, the nation’s largest independent advisory firm. Ranked #1 by Barron’s and Consumer Reports, the firm manages $230 billion for 1.2 million households and provides 401(k) advice to 130 of the Fortune 500. Ric also founded the RIA Digital Assets Council, offering the Certificate in Blockchain and Digital Assets to financial advisors.