ATLANTA, Jan. 14, 2020 /PRNewswire/ -- TrueWealth is pleased to announce that Marjorie Edenfield, CFP®, CDFA®, has joined the leading Atlanta wealth management services firm as a senior wealth advisor.
Edenfield joins TrueWealth with nearly a decade of experience working with individuals and families to design a financial plan unique to each client's needs. As a Certified Financial Planner (CFP)® and a Certified Divorce Financial Analyst (CDFA)®, she is particularly well suited to serve the needs of women in transition.
Actively involved in Financial Planning Association (FPA) and the National Association of Professional Financial Advisors (NAPFA), Edenfield is passionate about the financial planning profession and is dedicated to improving the lives of her clients through personalized wealth management.
"I am thrilled Marjorie is joining our team of wealth advisors," said Jim Heard, TrueWealth President and CEO. "As a company, we are excited to add Marjorie's experience in serving women – particularly women in transition."
A native of Pretoria, South Africa, Edenfield currently lives in the East Cobb suburb of Atlanta. She enjoys running both full and half marathons and traveling. Edenfield also places a high value on community service and volunteers regularly with the Young Professionals Advisory Council for The Drake House and participates in the Sandy Springs Perimeter Chamber Women's Business Network events regularly.
TrueWealth provides independent wealth management services to individuals and families and serves the specific needs of corporate executives, women, and retirees. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1.5 billion on behalf of more than 550 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges, and help them meet their important financial goals. For more information on the TrueWealth experience, visit www.truewealth.com. Find and follow the firm on LinkedIn, Facebook, and Twitter.
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SOURCE TrueWealth Management