Lisa Eitzel

Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines

Lisa Eitzel's Professional Contact Details

HQ
+18337526333
Location
Leesburg, Virginia

Lisa Eitzel's Current Company Details

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 inves...
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. 31, 2023).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.
investment management
401k rollovers
retirement planning
iras
financial planning
consulting
financial services
financial advising
investing

Lisa Eitzel's Work History and Education

Edelman Financial Engines
Director Financial Planning
2007 - Present

Frequently Asked Questions about Lisa Eitzel


What company does Lisa Eitzel work for?

Lisa Eitzel works for Edelman Financial Engines.

What is Lisa Eitzel's role at Edelman Financial Engines?

Lisa Eitzel's role at Edelman Financial Engines is Executive Director, Financial Planning at Edelman Financial Engines.

What is Lisa Eitzel's email address?

Lisa Eitzel's email address is l**@edelmanfinancialengines.com.

What is Lisa Eitzel's business email address?

Lisa Eitzel's business email address is l**@edelmanfinancialengines.com.

What is Lisa Eitzel's HQ phone number?

Lisa Eitzel's HQ phone number is +18337526333.

What industry does Lisa Eitzel work in?

Lisa Eitzel works in the Financial Services industry.

Who are Lisa Eitzel's colleagues?

Lisa Eitzel's colleagues are Aaron Cfp, Abraham Tesfu, Adam Durrett, Alaine Macdougall and more.
Director, Financial Planning
Staff Data Engineer
Client Services Associate
Financial Advisor

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