Edelman Financial Engines

Founded in 1987, Edelman Financial Services was a Financing advisory firm headquartered in Santa Clara, California. The firm provided services in the areas of financial planning, investment management, retirement planning, tax planning, and estate planning.

Kevin Jaksch

Regional Director

Elizabeth Linares

Registered Client Service Associate II

James Selu

Associate Director, Financial Planning

Jennifer Shintani

Director, Financial Planning

1 past transactions

Viridian Advisors

Acquisition in 2021
Viridian Advisors is a wealth management firm based in Bothell, Washington, established in 2014. The firm specializes in assisting closely held businesses, families, and individuals in navigating various financial challenges, including roadblocks and windfalls. As a Registered Investment Adviser, Viridian Advisors is committed to providing expert guidance and tailored financial solutions to meet the unique needs of its clients. The firm’s executive management team oversees the management of client assets, ensuring a personalized approach to wealth management.
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