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Stephen A. Sassi, Crpc® Email & Phone Number

Executive Director, Financial Planning at Edelman Financial Engines
Location: New York City Metropolitan Area, United States 6 work roles 3 schools
1 work email found @edelmanfinancialengines.com 3 phones found area 908 and 800 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@edelmanfinancialengines.com
Direct phone (908) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Executive Director, Financial Planning
Location
New York City Metropolitan Area, United States
Company size
1492 employees

Who is Stephen A. Sassi, Crpc®? Overview

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Quick answer

Stephen A. Sassi, Crpc® is listed as Executive Director, Financial Planning at Edelman Financial Engines, a with 1492 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 908, 800, and a matched LinkedIn profile for Stephen A. Sassi, Crpc®.

Stephen A. Sassi, Crpc® previously worked as Director, Financial Planning at Edelman Financial Engines and Vice President, Financial Consultant at Charles Schwab. Stephen A. Sassi, Crpc® holds Bachelor Of Arts from Rutgers, The State University Of New Jersey-New Brunswick.

Company email context

Email format at Edelman Financial Engines

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*@edelmanfinancialengines.com
71% confidence

AeroLeads found 1 current-domain work email signal for Stephen A. Sassi, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Stephen A. Sassi, Crpc®

Stephen A. Sassi, Crpc® is a Executive Director, Financial Planning at Edelman Financial Engines. He possess expertise in retirement planning, wealth management, investment advisory, asset allocation, investment strategies and 3 more skills.

Listed skills include Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, and 4 others.

Current workplace

Stephen A. Sassi, 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
3315 Scott Blvd, 4th Floor,India
Website
edelmanfinancialengines.com
Employees
1492
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Company profile
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6 roles

Stephen A. Sassi, Crpc® work experience

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

Director, Financial Planning

Current
Edelman Financial Engines

Greater New York City Area

Oct 2016 - Present

Vice President, Financial Consultant

Charles Schwab

Greater New York City Area

Apr 2013 - Oct 2016

Financial Advisor

Merrill Lynch

Greater New York City Area

Nov 2008 - Apr 2013

Financial Advisor

Morgan Stanley

Greater New York City Area

Jun 2006 - Nov 2008

Financial Advisor

Ubs

Greater New York City Area

Oct 2004 - Dec 2005
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1492 employees →

CB Curtis Blake Curtis Blake Colleague at Edelman Financial EnginesSt George, Utah, United States View → KC Kellie Cozzens, Mba, Crpc® Kellie Cozzens, Mba, Crpc® Colleague at Edelman Financial EnginesLas Vegas, Nevada, United States View → RK Rosh K. Mangalat, Ms, Cfp®, Ricp® Rosh K. Mangalat, Ms, Cfp®, Ricp® Colleague at Edelman Financial EnginesPhoenix, Arizona, United States View → SN Steven Nelson Steven Nelson Colleague at Edelman Financial EnginesPhoenix, Arizona, United States View → AG Abigail Gebhardt Abigail Gebhardt Colleague at Edelman Financial EnginesGreater Phoenix Area, United States View → MM Maureen Miller Maureen Miller Colleague at Edelman Financial EnginesFairfax County, Virginia, United States View → JK Joel Koelpin Joel Koelpin Colleague at Edelman Financial EnginesPlano, Texas, United States View → MB Marcelle Belisle, Cfp®, Crpc® Marcelle Belisle, Cfp®, Crpc® Colleague at Edelman Financial EnginesBurlington, Massachusetts, United States View → BJ Bob Jones Bob Jones Colleague at Edelman Financial EnginesFairfax County, Virginia, United States View → GR Gayle Rodriguez Gayle Rodriguez Colleague at Edelman Financial EnginesAustin, Texas, United States View →
3 education records

Stephen A. Sassi, Crpc® education

Education record

Bergen Catholic High School
FAQ

Frequently asked questions about Stephen A. Sassi, Crpc®

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

What company does Stephen A. Sassi, Crpc® work for?

Stephen A. Sassi, Crpc® works for Edelman Financial Engines.

What is Stephen A. Sassi, Crpc®'s role at Edelman Financial Engines?

Stephen A. Sassi, Crpc® is listed as Executive Director, Financial Planning at Edelman Financial Engines.

What is Stephen A. Sassi, Crpc®'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Stephen A. Sassi, Crpc® at Edelman Financial Engines.

What is Stephen A. Sassi, Crpc®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 908, 800 for Stephen A. Sassi, Crpc® at Edelman Financial Engines.

Where is Stephen A. Sassi, Crpc® based?

Stephen A. Sassi, Crpc® is based in New York City Metropolitan Area, United States while working with Edelman Financial Engines.

What companies has Stephen A. Sassi, Crpc® worked for?

Stephen A. Sassi, Crpc® has worked for Edelman Financial Engines, Charles Schwab, Merrill Lynch, Morgan Stanley, and Ubs.

Who are Stephen A. Sassi, Crpc®'s colleagues at Edelman Financial Engines?

Stephen A. Sassi, Crpc®'s colleagues at Edelman Financial Engines include Curtis Blake, Kellie Cozzens, Mba, Crpc®, Rosh K. Mangalat, Ms, Cfp®, Ricp®, Steven Nelson, and Abigail Gebhardt.

How can I contact Stephen A. Sassi, Crpc®?

You can use AeroLeads to view verified contact signals for Stephen A. Sassi, Crpc® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Stephen A. Sassi, Crpc® attend?

Stephen A. Sassi, Crpc® holds Bachelor Of Arts from Rutgers, The State University Of New Jersey-New Brunswick.

What skills is Stephen A. Sassi, Crpc® known for?

Stephen A. Sassi, Crpc® is listed with skills including Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial Planning, Alternative Investments, and Fixed Income.

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