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Charlie Einstein's
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Current Position:

Senior Financial Planner at Edelman Financial Engines

Experience:

11 years

Location:

Denver, Colorado

How to contact Charlie Einstein

Last updated:2025-05-12
emaile*******c@edelmanfinancialengines.com
phone+1-323-***-**78
LinkedIn
Facebook
Twitter
Instagram

Analytics

According to LinkedIn Charlie Einstein started working on 2014, then the employee has changed 3 companies and 7 jobs. On average, Charlie Einstein works for one company for 1 year 1 month. Charlie Einstein has been working as a Senior Financial Planner for Edelman Financial Engines for 184 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Financial Planner at Edelman Financial Engines

Mar 2025 - Current

Senior Financial Advisor - Private Client Group at Empower

Jan 2025 - Mar 2025

Senior Financial Advisor at Empower

Jan 2024 - Mar 2025

Vice President - Financial Advisor at Empower

Feb 2023 - Jan 2024

Vice President - Financial Advisor at Personal Capital

Jan 2023 - Feb 2023

Senior Client Operations Associate - Private Client Group at Personal Capital

Aug 2022 - Jan 2023

Client Operations Associate at Personal Capital

Jul 2020 - Jul 2022

Associate Vice President at Personal Capital

Nov 2018 - Jul 2020

Financial Services Compliance Analyst at Nth Degree Financial Solutions, LLC

Oct 2014 - Sep 2017

Education

Bachelor of Business Administration - BBA at DePaul University

Frequently Asked Questions

How long has Charlie Einstein been working as a Senior Financial Planner?

Charlie Einstein's total experience in various companies as a Senior Financial Planner 6 months.

What is Charlie Einstein's minimum period of employment in the companies?

Charlie Einstein's minimum period of employment in various companies is 1 month.

What is Charlie Einstein's average duration of employment for different companies?

On average, Charlie Einstein works for one company for 1 year 2 months

What industries has Charlie Einstein worked in?

Charlie Einstein works in the Financial Services.

What positions has Charlie Einstein held before?

Previously, Charlie Einstein worked as a Senior Financial Advisor - Private Client Group, and Senior Financial Advisor, and Vice President - Financial Advisor, and Senior Client Operations Associate - Private Client Group, and Client Operations Associate.

How do I contact Charlie Einstein?

Charlie Einstein's email address is e*******c@edelmanfinancialengines.com, phone number is +1-323-***-**78. Sign up to get contact details.

Who is the President & CEO of the Edelman Financial Engines?

The President & CEO of the Edelman Financial Engines is Lawrence Raffone

Who are Charlie Einstein's peers at other companies?

Charlie Einstein's peers at other companies are Ankith Prakash and Elias Agripanidis and Peter Spencer
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