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Santa Clara, CA – January 4, 2024 –����(EFE), America’s top independent wealth planning¹��and workplace²��investment advisory firm, today announced that Megan Hanley has joined the firm as chief marketing officer, effective January 3. Hanley will report to EFE chief executive officer Jay Shah.

“We’re thrilled to welcome��Megan to EFE. She’s a versatile marketing leader with a track record of driving growth and reaching financial consumers in early-stage ventures as well as established companies,” said Shah. “Megan is a perfect fit for our client-first culture, and she’ll be instrumental in attracting more investors who are in need of sound, holistic financial planning and investment advice.”

With more than 25 years of experience in financial and professional services, Hanley will oversee EFE’s marketing functions to further propel the brand’s growth and development. She will be responsible for established and emerging strategies that meet people how, when and where they prefer at the right stage of their financial lives, broadening the firm’s reach within the planning and advice industry.

“Throughout my career, I have been drawn to customer-centric companies that look to harness the power of people and technology to address the financial needs of consumers, and EFE was one of the first to do so by helping millions of Americans save and invest for retirement,” noted Hanley. “EFE has established the highest standards for the financial planning industry to follow and I’m excited to build upon the firm’s legacy as a pioneer in wealth management.”

Prior to joining EFE, Hanley was chief marketing officer at Forge Global, the first publicly-traded marketplace for researching, buying, and selling private company stocks. Prior to Forge, she held CMO positions at multiple privately-held companies, including Achieve Financial, Helix, and ShopRunner. She has also held marketing leadership roles at Microsoft and Esurance. Hanley earned a bachelor’s degree in business administration from University of Notre Dame, and a master’s in business administration from Duke University.

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1.��The�����������Dz�’s��2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

2.��According to the Cerulli Associates Top-Nine Managed Account Sponsors by DC Assets survey of Defined Contribution managed account providers, The Cerulli Edge – U.S. Retirement Edition, 3Q 2023, Issue #68, ��Ѩ��Ƶ is the largest managed account provider by DC assets and market share as of June 30, 2023.