Surendra Dave

Surendra Dave CFP has over 25 years of experience in the financial planning industry. Currently serving as the Director of Financial Planning at Edelman Financial Services since May 2013, Surendra has held various positions within the company, including Associate Director of Financial Planning. Prior to this, Surendra worked at Fidelity Investments from October 1998 to May 2013, where responsibilities included the role of VP/Senior Account Executive. Educational qualifications include a Bachelor of Science degree from Sardar Patel University, earned between 1976 and 1980.