Aaron Cherry Cfp®,Chfc®,
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Aaron Cherry Cfp®,Chfc®, Email & Phone Number

Director, Financial Planning at Edelman Financial Services at Edelman Financial Services
Location: Frisco, Texas, United States 5 work roles 5 schools
1 work email found @edelmanfinancialengines.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@edelmanfinancialengines.com
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Current company
Edelman Financial Services
Role
Director, Financial Planning at Edelman Financial Services
Location
Frisco, Texas, United States
Company size
1029 employees

Who is Aaron Cherry Cfp®,Chfc®,? Overview

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Quick answer

Aaron Cherry Cfp®,Chfc®, is listed as Director, Financial Planning at Edelman Financial Services at Edelman Financial Services, a company with 1029 employees, based in Frisco, Texas, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com and a matched LinkedIn profile for Aaron Cherry Cfp®,Chfc®,.

Aaron Cherry Cfp®,Chfc®, previously worked as Director, Financial Planning at Edelman Financial Services and Senior Wealth Manager at Usaa. Aaron Cherry Cfp®,Chfc®, holds Master Of Business Administration (M.B.A.) from The University Of Dallas.

Company email context

Email format at Edelman Financial Services

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*@edelmanfinancialengines.com
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Profile bio

About Aaron Cherry Cfp®,Chfc®,

Accomplished senior wealth manager serving high net worth families and business owners in the areas of investments, financial planning, estate planning, income distribution strategies, trusts, insurance and multi-generational wealth accumulation and transfer.

Current workplace

Aaron Cherry Cfp®,Chfc®,'s current company

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Edelman Financial Services
Edelman Financial Services
Director, Financial Planning at Edelman Financial Services
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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5 roles · 25 years

Aaron Cherry Cfp®,Chfc®, work experience

A career timeline built from the work history available for this profile.

Director, Financial Planning

Current
Edelman Financial Services

Dallas/Fort Worth Area

Provide comprehensive financial planning and investment management.

Aug 2016 - Present

Senior Wealth Manager

Usaa

Highland Park

Aaron Cherry, MBA,CFP®,CHFC®,CWS®- Manage comprehensive wealth management relationships for approximately 225 affluent families. - Provide holistic advice and planning regarding complex financial issues and strategies.- Primary areas of advice include retirement strategies, risk management, wealth accumulation and preservation, income planning, asset.

2011 - Aug 2016

Associate Planner

Helmsman Financial

Dallas

  • Responsible for design, development and execution of comprehensive financial plans for clients using Naviplan -Management and execution of an Executive Bonus Plan for Corporate Clients, including meeting with.
  • Management of corporate retirement plan clients including plan design, investment selection, fiduciary reviews, developing Investment Policy Statements, and conducting enrollment seminars.
Apr 2007 - Apr 2011

Senior Retirement Investment Consultant For High Net Worth Clients

Fidelity Investments

Westlake, TX

  • Member of specialized top sales team responsible for providing end to end solutions for our High Net Worth 401k clients using consultative needs based analysis resulting in improved asset retention and acquisition.
  • Consistently close $15 million+ in sales per quarter for Fidelity
  • Maintain and follow up on approximately 200 clients while taking on new clients daily to move business forward to a more permanent and integrated relationship with Fidelity.
  • Worked with management to perform market analysis at team, site and national levels to recommend ways to improve and maintain sales levels 20-30% above industry average.
  • Top 10% in sales for the department first year and was #1 producer leading to an invitation to join top sales team.
Jan 2001 - Oct 2005

High Net Worth

Fidelity Investments
2001 - 2004 ~3 yrs
Team & coworkers

Colleagues at Edelman Financial Services

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

MM Maureen Miller Maureen Miller Colleague at Edelman Financial Services Fairfax County, Virginia, United States, United States View → CB Curtis Blake Curtis Blake Colleague at Edelman Financial Services St George, Utah, United States, United States View → JC Jeff Cram Jeff Cram Colleague at Edelman Financial Services Kansas City Metropolitan Area, United States View → JG James Golichowski Cfp®, Crpc™ James Golichowski Cfp®, Crpc™ Colleague at Edelman Financial Services Greater Phoenix Area, United States View → JI Jess Ivanoski Jess Ivanoski Colleague at Edelman Financial Services Greater Boston, United States View → JL Jessica Leslie Jessica Leslie Colleague at Edelman Financial Services Puyallup, Washington, United States, United States View → YW Yolanda W. Yolanda W. Colleague at Edelman Financial Services Greater Philadelphia, United States View → JL Jennifer L. Chomicki, Cfp®, Mba Jennifer L. Chomicki, Cfp®, Mba Colleague at Edelman Financial Services Washington DC-Baltimore Area, United States View → JA Jeremy Albrecht Jeremy Albrecht Colleague at Edelman Financial Services Columbus, Ohio Metropolitan Area, United States View → PR Peter Rosenfelder Peter Rosenfelder Colleague at Edelman Financial Services Hyattsville, Maryland, United States, United States View →
5 education records

Aaron Cherry Cfp®,Chfc®, education

Chartered Financial Consultant

American College

Certified Wealth Strategist

Canon Financial Institute

Certified Financial Planner

American College
FAQ

Frequently asked questions about Aaron Cherry Cfp®,Chfc®,

Quick answers generated from the profile data available on this page.

What company does Aaron Cherry Cfp®,Chfc®, work for?

Aaron Cherry Cfp®,Chfc®, works for Edelman Financial Services.

What is Aaron Cherry Cfp®,Chfc®,'s role at Edelman Financial Services?

Aaron Cherry Cfp®,Chfc®, is listed as Director, Financial Planning at Edelman Financial Services at Edelman Financial Services.

What is Aaron Cherry Cfp®,Chfc®,'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Aaron Cherry Cfp®,Chfc®, at Edelman Financial Services.

Where is Aaron Cherry Cfp®,Chfc®, based?

Aaron Cherry Cfp®,Chfc®, is based in Frisco, Texas, United States while working with Edelman Financial Services.

What companies has Aaron Cherry Cfp®,Chfc®, worked for?

Aaron Cherry Cfp®,Chfc®, has worked for Edelman Financial Services, Usaa, Helmsman Financial, and Fidelity Investments.

Who are Aaron Cherry Cfp®,Chfc®,'s colleagues at Edelman Financial Services?

Aaron Cherry Cfp®,Chfc®,'s colleagues at Edelman Financial Services include Maureen Miller, Curtis Blake, Jeff Cram, James Golichowski Cfp®, Crpc™, and Jess Ivanoski.

How can I contact Aaron Cherry Cfp®,Chfc®,?

You can use AeroLeads to view verified contact signals for Aaron Cherry Cfp®,Chfc®, at Edelman Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Aaron Cherry Cfp®,Chfc®, attend?

Aaron Cherry Cfp®,Chfc®, holds Master Of Business Administration (M.B.A.) from The University Of Dallas.

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