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

Denitsa Balunis

Megan Hanley

David Goldberg

Suzanne Van Staveren

Allison Amadia

Alex Reader

Doug Keegan

Jack London

Noah C. French

Dimas H Lizardo

Brendan Kenny

Jim del Favero

Mark Palmer

Isabel Barrow

Sandy Hogan

Brendan McGillick

Neil Gilfedder

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

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

The Data and Software Engineering team at Edelman Financial Engines is responsible for developing and maintaining robust software applications and data-driven solutions to enhance financial planning and investment advisory services. This multidisciplinary team, comprising software engineers, data scientists, and cybersecurity experts, ensures the security, scalability, and efficiency of the company’s technology infrastructure while leveraging data analytics to drive insights and optimize client outcomes.

Data and Software Engineering

The Product Management and Development team at Edelman Financial Engines is responsible for designing, developing, and enhancing innovative financial planning and investment solutions. This multidisciplinary team collaborates closely on product strategy, user experience, data analytics, and software engineering to ensure high-quality, user-centric financial products that meet the evolving needs of clients. Their efforts focus on integrating advanced technologies and maintaining risk management standards to deliver reliable and effective financial services.

Product Management and Development

The Marketing and Communications team at Edelman Financial Engines is responsible for developing and implementing strategies to enhance brand visibility and engagement. They create compelling digital content, manage email campaigns, optimize marketing technology, and conduct consumer insights research to drive client acquisition and retention. Additionally, they oversee events and communication programs to effectively convey the firm's value proposition to various audiences.

Marketing and Communications

The Legal and Compliance team at Edelman Financial Engines ensures that the company adheres to all regulatory requirements and internal policies. They provide legal guidance on financial practices, manage vendor risks, and support workplace compliance initiatives to protect the company's interests and maintain trust with clients. Their expertise fosters a culture of integrity and accountability throughout the organization.

Edelman Financial Engines

Org chart

Teams

Financial Planning and Analysis

Leadership Team

Data and Software Engineering

Product Management and Development

Marketing and Communications

Legal and Compliance

Offices

Edelman Financial Engines

Org chart

Teams

Financial Planning and Analysis

Leadership Team

Data and Software Engineering

Product Management and Development

Marketing and Communications

Legal and Compliance

Offices

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