Financial Advisors in Orlando, FL

Helping you elevate your financial potential

1900 Summit Tower Boulevard

Suite 230

Orlando, FL 32810

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THE Orlando, fl TEAM

  • Eric Lasso

    Director, Financial Planning

    Orlando

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    Eric Lasso
  • Paul Dau

    Director, Financial Planning

    Melbourne, Orlando

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    Paul Dau
  • Peter Fleming

    Executive Director, Financial Planning

    Minnetonka, Orlando, Rochester, Woodbury

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    Peter Fleming

 

 

 

 

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Working with us in Orlando, FL

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Orlando is here for you, serving Orlando and the surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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