Edelman Financial Engines

Edelman Financial Engines

Financial Services, 28 State Street 21st Floor, Santa Clara, California, 02109, United States, 1001-5000 Employees

edelmanfinancialengines.com

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Who is EDELMAN FINANCIAL ENGINES

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission giving individual investors access ...

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  • 28 State Street 21st Floor, Santa Clara, California, 02109, United States Headquarters: 28 State Street 21st Floor, Santa Clara, California, 02109, United States
  • 1987 Date Founded: 1987
  • 1001-5000 Employees: 1001-5000
  • dollar-icon Revenue: $500 Million to $1 Billion
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6331 | NAICS Code: 524126 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from EDELMAN FINANCIAL ENGINES

Edelman Financial Engines Org Chart and Mapping

Employees

Rob Lesher

Executive Director Client Service Associate

Lamu Dawa

Director, Tax Advisory and Planning

Matthew Preddy

Director, Financial Planning

Cfp® Kevin Hamel

Director, Financial Planning

Aaron Mulvaney

Director, Financial Planning

Angela Sheridan

Asset Movement Specialist

Kristin Marouchoc

Senior Corporate Office Manager

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Frequently Asked Questions Regarding Edelman Financial Engines

Answer: Edelman Financial Engines's headquarters are located at 28 State Street 21st Floor, Santa Clara, California, 02109, United States

Answer: Edelman Financial Engines's phone number is +18*********

Answer: Edelman Financial Engines's official website is https://edelmanfinancialengines.com

Answer: Edelman Financial Engines's revenue is $500 Million to $1 Billion

Answer: Edelman Financial Engines's SIC: 6331

Answer: Edelman Financial Engines's NAICS: 524126

Answer: Edelman Financial Engines has 1001-5000 employees

Answer: Edelman Financial Engines is in Financial Services

Answer: Edelman Financial Engines contact info: Phone number: +18********* Website: https://edelmanfinancialengines.com

Answer: For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, were one of Americas top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nations leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

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