Larry Raffone
Larry Raffone is Chairman of the Board at Edelman Financial Engines, one of the largest independent wealth planning and workplace investment advisory firms in the United States. During his tenure at Edelman Financial Engines, Raffone played a central role in the firm’s growth, helping scale the company from a small Silicon Valley startup into the largest registered investment advisor in the country. He was instrumental in building strategic relationships with many of the nation’s largest employers and recordkeepers, relationships that helped drive the firm’s rapid expansion. Prior to joining Edelman Financial Engines, Raffone served as Executive Vice President of Fidelity Investments’ Institutional Brokerage Group. In that role, he managed the correspondent services business and the registered investment advisor channel, gaining deep experience in institutional investing, brokerage services, and advisor platforms.
Larry Raffone Professional Experience / Academic History
Professional Experience
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Chairman of the Board
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President and Chief Executive Officer
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Executive Vice President
Academic History
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M.B.A., Master of Business Administration
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B.A., Marketing
Larry Raffone has played a pivotal role in the growth and evolution of Edelman Financial Engines, one of the largest independent wealth planning and workplace investment advisory firms in the United States.
Raffone was instrumental in helping scale Edelman Financial Engines from a small Silicon Valley startup into the largest registered investment advisor in the country.
Throughout his career at Edelman Financial Engines, Raffone has brought deep expertise in financial services, wealth management, and financial technology.
His experience navigating institutional distribution, advisor platforms, and employer-sponsored investment programs helped position the firm as a leading provider of integrated wealth planning and retirement advice.
MEDIA PRESENCE & THOUGHT LEADERSHIP
Larry Raffone is recognized as a respected voice in the financial services and wealth management industry.
He has been quoted and referenced in industry discussions focused on retirement readiness, advisory business models, and the future of financial planning.
His commentary often centers on the intersection of wealth management, financial technology, and institutional partnerships, highlighting the importance of trust, scale, and long-term client alignment.