Meet Ric Edelman
Ric Edelman, three times named Barron's #1 independent financial advisor in the nation, is Chairman and CEO of Edelman Financial Services and CEO, President and a Director of The Edelman Financial Group. Ric has been providing financial advice to consumers for over 25 years. He is the best-selling author of seven books including his personal finance classic, The Truth About Money, the award-winning The Lies About Money and Rescue Your Money. He hosts The Truth About Money with Ric Edelman Radio Show, which can be heard on radio stations nationwide. His investment advisory firm, Edelman Financial Services LLC, manages $10 billion dollars for 20,000 clients and has won more than 85 awards.
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In 2010, Ric added two new voices to his radio show - Anderson Wozny and Brandon Corso, two outstanding financial planners and longtime colleagues of Ric's at Edelman Financial Services.
Anderson Wozny is a Director, Financial Planning with Edelman Financial Services LLC. He has more than 15 years experience in the financial services industry, and advises clients in all areas of financial planning including: investments, insurance, retirement, college, and estate planning.
Anderson received his Bachelor of Science in business administration from East Carolina University. He is an Investment Advisor Representative with Edelman Financial Services LLC, and also separately a Registered Representative with Sanders Morris Harris Inc. Anderson is a Registered Financial Consultant, a Chartered Mutual Fund CounselorSM, an Accredited Asset Management SpecialistSM, and an Accredited Wealth Management AdvisorSM. He is also state insurance licensed.Meet Brandon Corso
Brandon Corso is a Director, Financial Planning with Edelman Financial Services LLC. Brandon advises clients in all areas of financial planning including retirement planning, investments, college planning, insurance and estate planning.
Brandon received his Bachelor of Science degree in Business Administration from the University of Missouri, in 1996. He is an Investment Advisor Representative with Edelman Financial Services LLC., and also a Registered Representative with Sanders Morris Harris Inc. Brandon is state insurance licensed, a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED MUTUAL FUND COUNSELORSM designee, an ACCREDITED ASSET MANAGEMENT SPECIALISTSM designee and is Board Certified in Estate Planning™ through the Institute of Business and Finance.
1 According to Barron’s, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." Only advisors who apply are ranked. "The Top 100 Independent Financial Advisors" was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and CEO, President and a Director of The Edelman Financial Group. He offers advisory services through EFS and securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
2As of 3/31/13