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Last time updated: 3/20/26, 4:05 AM
Schedules
Closed now
Opens at 8:30 AM
M-F 8:30am-5pm, Sa-Su Closed
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About

I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I make sure to recharge at home. But I also stay active, whether it’s hiking in the mountains, traveling, or attending concerts and sporting events. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

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Frequently Asked Questions
Which days is Kelli Smith - Edelman Financial Engines open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Kelli Smith - Edelman Financial Engines main services?
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management.
Attention business owner!
Register your business now and enhance your global reach with iGlobal.
Start now!
Schedules
Closed now
Opens at 8:30 AM
M-F 8:30am-5pm, Sa-Su Closed
Attention business owner!
Register your business now and enhance your global reach with iGlobal.
Start now!
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