Walnut Creek, California (EastBayDaily) — Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Walnut Creek office at 2175 North California Boulevard, Suite 415, Walnut Creek, CA 94596.
“Consumers have too few opportunities to get the independent, objective financial advice they need,” said Ric Edelman, twice named the #1 independent financial advisor in the nation by Barron’s(1). “We receive hundreds of phone calls and emails every week from people seeking financial advice and information, so we are opening more local offices to help them.”
With offices in 13 states, Edelman Financial Services manages $7 billion for more than 16,000 clients(2) across the country. While most investment firms serve only the wealthy, Edelman Financial Services is known for also catering to those who are not yet millionaires. “Although many of our clients have a high net worth,” Edelman explained, “the vast majority of our clients are not in that exclusive realm. Our clients typically are middle class folks trying to pay for college for their kids while trying to secure their own retirement. It’s an honor to serve them.”
About Ric Edelman and Edelman Financial Services Ric Edelman has been providing financial advice to consumers for 25 years. His television series The Truth About Money with Ric Edelman airs on public television stations across the country, and his syndicated radio program can be heard in 54 markets. He is also a sought-after speaker and best-selling author of seven books.
Edelman Financial Services provides financial planning and investment management services for individuals and families, as well as 401(k) plans and institutional investment management for businesses. The firm has won more than 75 financial, business, community and philanthropic awards. For investment advice and other financial planning services, or to speak with an advisor call 888-PLAN-RIC (888-752-6742), or visit RicEdelman.com. _______________________________________________________________________________
Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and Co-CEO, President and a Director of The Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
1. Barron’s ranking "Top 100 Independent Financial Advisors" (Aug. 28, 2010/Aug. 31, 2009) based on the quality of the advisors’ practices, including client retention and compliance record, contribution to the firm’s profitability, and the volume of assets overseen by the advisors and their teams.
2. As of December 31, 2011