Edelman Financial Engines is an American financial planning and investment advisory company.

Finance

Edelman Financial Engines

Edelman Financial Engines' headquarters in Sunnyvale, CA, United States

Ralph Haberli

David Goldberg

Neil Gilfedder

Jack London

Isabel Barrow

Mark Palmer

Noah C. French

Brian Leslie

Peterson

Carolyn B.

Joe Raskauskas

Eric Lanser

Eric Bronnenkant

Gary Murphy

Marcus Bufford

Dimas H Lizardo

Widmark de Jesus Cano

Jeff Cram

Chris Giacomazzo

Harry Berman

Troy Wyman

Robert Blakley

Bryan Clark

Aaron Rowe

Chris Caposey

Sabina Duborg

Tyler Tessier

Justin Kattau

Alan Facey

Doug Clark

Megan Hanley

Alex Reader

Marcus Dusenbury

Ajay Koomar

Karl Wonstolen Cfa®

Derek Geisinger

Brad Maurer

Patty Wang

Karandeep Randhawa

Stephen Crane

James West

Kjersti Hanneman

The Financial Planning and Analysis team at Edelman Financial Engines focuses on developing and implementing strategic financial plans that guide clients towards achieving their financial goals. This team conducts detailed analyses, forecasts financial trends, and provides insights that inform investment strategies. Additionally, they collaborate with other departments to ensure a cohesive approach to financial wellness and client counseling services.

Financial Planning and Analysis

This department manages client interactions and ensures a high-quality service experience for customers.

Client Services

This department focuses on developing and managing financial strategies to support individual and organizational financial goals.

Financial Planning

This department focuses on the design, development, testing, and maintenance of software applications and systems.

Software Engineering

This department provides guidance and strategies to clients on investment opportunities and financial planning.

Investment Advisory Services

This department provides strategic direction and oversees the overall operations of the organization.

Executive Leadership

Edelman Financial Engines

Org chart

Teams

Financial Planning and Analysis

Client Services

Financial Planning

Software Engineering

Investment Advisory Services

Executive Leadership

Offices

Edelman Financial Engines

Org chart

Teams

Financial Planning and Analysis

Client Services

Financial Planning

Software Engineering

Investment Advisory Services

Executive Leadership

Offices

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