Edelman Financial Services' Rene Chaze Named CFO of the Year - Twice

FAIRFAX, Va., July 5, 2016 /PRNewswire/ -- In separate award announcements, Rene Chaze of Edelman Financial Services has been named Chief Financial Officer of the Year by both the Washington Business Journal and Virginia Business magazine.

The Washington Business Journal honors top CFOs in the Washington, D.C. area for outstanding performance as a corporate financial leader and contributor to the firm's exceptional performance. Virginia Business, recognizing outstanding CFOs in for-profit and nonprofit organizations, named Chaze CFO of the Year in the large private company category.

Chaze led the firm in several vital transactions in 2015, including one that resulted in a private equity firm acquiring a majority interest in the company. "Rene is a highly effective leader who excels at building deep business relationships. He has the business acumen of a world-class, strategic CFO," said Ric Edelman, founder and executive chairman of Edelman Financial.

He added, "Rene's focus goes beyond the finance function. He helps to shape the company's strategic direction, and we are proud that he has been named CFO of the Year by both Washington Business Journal and Virginia Business magazine."

About Rene Chaze
Chaze joined Edelman Financial Services in 2011 as Vice President of Business Development, working closely with the executive team on strategic initiatives and priority growth programs, and was promoted to CFO in 2013. Prior to joining Edelman, he was with Ernst & Young LLP for 20 years, including nine years as a Partner. Chaze is a Certified Public Accountant actively licensed in Maryland and Virginia and is a registered representative with EF Legacy Securities, LLC. He received a BS from Louisiana State University, an MT from The University of Denver (Sturm College of Law & Daniels College of Business) and an MBA from The Wharton School of the University of Pennsylvania.

About Edelman Financial Services
Edelman Financial Services provides financial planning and investment management services to more than 30,000 individuals and families and manages $16 billion in assets.¹ The firm also provides 401(k) plans and institutional investment management for businesses. EFS has won more than 100 financial, business, community and philanthropic awards.² For investment advice and other financial planning services, or to speak with an advisor, call 888-PLAN-RIC (888-752-6742) or visit www.RicEdelman.com. 

Ric Edelman is an Investment Advisor Representative who offers advisory services through Edelman Financial Services, LLC, a Registered Investment Advisor. He is also a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.

¹As of 3/31/16
²Throughout the firm's 30 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.

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SOURCE Edelman Financial

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