Eric J. Wasson, Cmfc®, Crpc®
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Eric J. Wasson, Cmfc®, Crpc® Email & Phone Number

Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines
Location: Indianapolis, Indiana, United States 7 work roles 3 schools
1 work email found @edelmanfinancial.com 16 phones found area 317, 248, 713, 513, 734, and 937 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 16 phones

Work email e****@edelmanfinancial.com
Direct phone (317) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Executive Director, Financial Planning at Edelman Financial Engines
Location
Indianapolis, Indiana, United States
Company size
1029 employees

Who is Eric J. Wasson, Cmfc®, Crpc®? Overview

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Quick answer

Eric J. Wasson, Cmfc®, Crpc® is listed as Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines, a company with 1029 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at edelmanfinancial.com, phone signal with area code 317, 248, 713, 513, 734, 937, and a matched LinkedIn profile for Eric J. Wasson, Cmfc®, Crpc®.

Eric J. Wasson, Cmfc®, Crpc® previously worked as Executive Director, Financial Planning at Edelman Financial Engines and Vice President of Business Development at Hefty Wealth Partners. Eric J. Wasson, Cmfc®, Crpc® holds Bachelor'S Degree, Criminal Justice, 3.89 Institutional Gpa from Indiana Wesleyan University.

Company email context

Email format at Edelman Financial Engines

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*@edelmanfinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Eric J. Wasson, Cmfc®, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Eric J. Wasson, Cmfc®, Crpc®

Biography:Eric joined Edelman Financial Engines (formerly The Mutual Fund Store and Financial Engines) in 2013. He has over 25 years experience in the financial services field. He has worked on almost all sides of the business, and this vast experience allows him to deliver unbiased, in-depth, and relevant advice to his clients and their specific situations through a fee-only, fiduciary environment.Before joining the firm, Eric was Vice President of Business Development at Hefty Wealth Partners, Branch Manager at TD Ameritrade, Investment Consultant at TD Ameritrade, Team Leader at Chase, and he spent over 6 years at Fidelity Investments in various roles. Eric has appeared on CNBC, Fox Business Channel, and WISH TV. His articles and thoughts have been published in the Wall Street Journal, More Magazine, MarketWatch.com, the Indy Star online edition, and foxbusiness.com.In his spare time, Eric can be found spending time with his wife Natalie and their 6 children and 2 grandchildren, and sometimes out cruising on his motorcycle. He is also a very big IndyCar fan – in fact, he’s been to every Indianapolis 500 since 1989!

Listed skills include Series 9/10, Financial Advisory, Solution Selling, Consulting, and 87 others.

Current workplace

Eric J. Wasson, Cmfc®, Crpc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

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

Eric J. Wasson, Cmfc®, Crpc® work experience

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

Branch Manager

Td Ameritrade

Indianapolis, IN

Oct 2006 - Aug 2012

Investment Consultant

Td Ameritrade

Cincinnati, Ohio

Sep 2004 - Oct 2006

Team Leader: Investments

Bank One / Jp Morgan Chase

Dearborn, Mi / Garden City, MI

2003 - 2004 ~1 yr

Financial Rep 1 / Financial Rep 3

Fidelity Investments

Birmingham, Mi / Novi, MI

2001 - 2003 ~2 yrs
Team & coworkers

Colleagues at Edelman Financial Engines

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

GB Gary Bussing Gary Bussing Colleague at Edelman Financial Engines Leawood, Kansas, United States, United States View → LS Lisa Stallan, Crpc Lisa Stallan, Crpc Colleague at Edelman Financial Engines Denver, Colorado, United States, United States View → JN Jonathan Nida, Cfp® Jonathan Nida, Cfp® Colleague at Edelman Financial Engines Shreveport, Louisiana, United States, United States View → EL Emma Lanza Emma Lanza Colleague at Edelman Financial Engines Citrus Park, Arizona, United States, United States View → CV Chance Vogel Chance Vogel Colleague at Edelman Financial Engines Houston, Texas, United States, United States View → SM Shawn Miles Shawn Miles Colleague at Edelman Financial Engines Dallas, Texas, United States, United States View → ZL Ziqing Luo Ziqing Luo Colleague at Edelman Financial Engines Cambridge, Massachusetts, United States, United States View → TR Traci Roberts Traci Roberts Colleague at Edelman Financial Engines United States, United States View → SP Santhoshkumar Pullaiyannan Santhoshkumar Pullaiyannan Colleague at Edelman Financial Engines Bengaluru, Karnataka, India, India View → RW Robbie Wegley Robbie Wegley Colleague at Edelman Financial Engines Overland Park, Kansas, United States, United States View →
3 education records

Eric J. Wasson, Cmfc®, Crpc® education

High School, General Studies

Fairfield Senior High School

Activities and Societies: Junior Varsity Tennis - 1988 Varsity Tennis - 1989,1990,1991 "Mr. Tennis" Award Recipient - 1991

FAQ

Frequently asked questions about Eric J. Wasson, Cmfc®, Crpc®

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

What company does Eric J. Wasson, Cmfc®, Crpc® work for?

Eric J. Wasson, Cmfc®, Crpc® works for Edelman Financial Engines.

What is Eric J. Wasson, Cmfc®, Crpc®'s role at Edelman Financial Engines?

Eric J. Wasson, Cmfc®, Crpc® is listed as Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines.

What is Eric J. Wasson, Cmfc®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancial.com for Eric J. Wasson, Cmfc®, Crpc® at Edelman Financial Engines.

What is Eric J. Wasson, Cmfc®, Crpc®'s phone number?

AeroLeads has found 16 phone signal(s) with area code 317, 248, 713, 513, 734, 937 for Eric J. Wasson, Cmfc®, Crpc® at Edelman Financial Engines.

Where is Eric J. Wasson, Cmfc®, Crpc® based?

Eric J. Wasson, Cmfc®, Crpc® is based in Indianapolis, Indiana, United States while working with Edelman Financial Engines.

What companies has Eric J. Wasson, Cmfc®, Crpc® worked for?

Eric J. Wasson, Cmfc®, Crpc® has worked for Edelman Financial Engines, Hefty Wealth Partners, Td Ameritrade, Bank One / Jp Morgan Chase, and Fidelity Investments.

Who are Eric J. Wasson, Cmfc®, Crpc®'s colleagues at Edelman Financial Engines?

Eric J. Wasson, Cmfc®, Crpc®'s colleagues at Edelman Financial Engines include Gary Bussing, Lisa Stallan, Crpc, Jonathan Nida, Cfp®, Emma Lanza, and Chance Vogel.

How can I contact Eric J. Wasson, Cmfc®, Crpc®?

You can use AeroLeads to view verified contact signals for Eric J. Wasson, Cmfc®, Crpc® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Eric J. Wasson, Cmfc®, Crpc® attend?

Eric J. Wasson, Cmfc®, Crpc® holds Bachelor'S Degree, Criminal Justice, 3.89 Institutional Gpa from Indiana Wesleyan University.

What skills is Eric J. Wasson, Cmfc®, Crpc® known for?

Eric J. Wasson, Cmfc®, Crpc® is listed with skills including Series 9/10, Financial Advisory, Solution Selling, Consulting, Fixed Annuities, Prospects, Nasd, and Sales.

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