Kaliko Veiseh - Edelman Financial Engines

Verified by yext

I’ve always been a numbers person. Even as a teenager, I loved balancing my checkbook down to the penny. But I also live to help people–I spend a lot of my free time volunteering with local organizations. My love of numbers and forming relationships is why I became a financial planner. Financial planning is a very personal thing - we ask you to reveal intimate details about your money and life. It’s a leap of faith to work with a new planner but with the right fit, we can make a big impact. My goal would be to not only help someone in the present day, but in every life event going forward. 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.