Ralph Haberli joined Edelman Financial Engines as President in July 2025 and was appointed CEO in November 2025. In less than a year, has sharpened the firm’s strategic direction, reinvigorated its culture, and launched some of the boldest initiatives in EFE's 40-year history. Under his leadership, EFE doubled down on its investment in its planners, notably through $175 million in equity, committed $10 million to establish the first East Coast financial planning school at Rowan University, and rebuilt the firm’s senior leadership team — all in service of a clear, long-term vision. Haberli has been direct about his philosophy: combining ownership with scale creates the most effective model in wealth management. When planners are invested in the long-term success of the firm, their incentives align with clients’ long-term interests — and the planning profession moves forward.