Celine
French
Edelman Financial Engines
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About this Advisor
Celine French is a financial advisor based in Phoenix, Arizona, working with Edelman Financial Engines. Celine has previously held positions as a student, at Turning Point USA, as a realtor, at Vuori, AGC Multi Material America, Inc, and Financial Engines Advisors, L.L.C. Celine has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Celine is part of Edelman Financial Engines, which operates out of Phoenix, Arizona. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Celine French Work History
Financial Engines Advisors, L.L.C
Vuori
Agc Multi Material America, Inc
Realtor
Turning Point Usa
Student
Disclosures
Please visit the SEC profile of Celine French to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Newton Center, MA
Plymouth Meeting, PA
Cincinnati, OH
Seal Beach, CA
Newton Center, MA
Novi, MI
Clifton Park, NY
Los Angeles, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
