Eric Wasson

Eric Wasson: Email & Phone Number

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Director, Financial Planning at Edelman Financial Engines|Indianapolis, Indiana, United States

Position:

Director, Financial Planning at Edelman Financial Engines

Location:

Indianapolis, Indiana, United States

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Last updated: 2026-05-22
Updated: 2026-05-22

Found email addresses for Eric Wasson:

Business emails:
e*****n@financialengines.com,
e*****n@edelmanfinancialengines.com
Personal emails:
e*********n@yahoo.com,
e******n@gmail.com

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Work Experience 29 years

Director, Financial Planning at Edelman Financial Engines

Apr 2024 - Current

Executive Director, Financial Planning at Edelman Financial Engines

Jul 2013 - Nov 2025

Vice President of Business Development at Credent Wealth Management

Sep 2012 - May 2013

Branch Manager at TD Ameritrade

Oct 2006 - Aug 2012

Investment Consultant at TD Ameritrade

Sep 2004 - Oct 2006

Team Leader: Investments at Bank One / JP Morgan Chase

Jan 2003 - Jan 2004

Financial Rep 1 / Financial Rep 3 at Fidelity Investments

Jan 2001 - Jan 2003

Full Trader / Senior Trader at Fidelity Investments

Dec 1997 - Jan 2001

Eric Wasson started working in 1997, then the employee has changed 4 companies and 7 jobs. On average, Eric Wasson works for one company for 3 years 8 months.

Their professional focus is 401k, Asset Allocation, and Asset Management across 3 core areas.

Eric holds Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, CRPC - Chartered Retirement Planning Counselor, and Chartered Mutual Funds Counselor certifications and has been awarded 2018 Chairman's Circle Winner, 2017 Chairman's Circle Winner, and 2016 Chairman's Circle Winner

Education

Bachelor's Degree at Indiana Wesleyan University

Wright State University

High School at Fairfield Senior High School

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