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

Jay Shah

Valerie Bolch Pimenta

Suzanne Van Staveren

Joe Raskauskas

Denitsa Balunis

Megan Hanley

David Goldberg

Allison Amadia

Alex Reader

Doug Keegan

Jack London

Noah C. French

Dimas H Lizardo

Brendan Kenny

Mark Palmer

Isabel Barrow

Sandy Hogan

Brendan McGillick

Neil Gilfedder

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

Financial Planning

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

Client Services

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

Software Engineering

The Leadership Team at Edelman Financial Engines is responsible for shaping the strategic direction of the company, ensuring alignment across various departments such as product development, legal compliance, marketing, and financial planning. They collaborate to drive innovation, enhance customer experience, manage risks, and optimize operations, all while fostering a culture of growth and teamwork to meet the evolving needs of clients in financial planning and investment advisory services.

Leadership Team

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

Edelman Financial Engines

Org chart

Teams

Financial Planning

Client Services

Financial Planning and Analysis

Software Engineering

Leadership Team

Investment Advisory Services

Offices

Edelman Financial Engines

Org chart

Teams

Financial Planning

Client Services

Financial Planning and Analysis

Software Engineering

Leadership Team

Investment Advisory Services

Offices

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