Edelman Financial Engines

Edelman Financial Engines is a financial advisory firm that focuses on providing comprehensive services in financial planning, retirement planning, personal finance, and consulting. Established in 1987 and headquartered in Santa Clara, California, the firm has built a reputation for guiding individuals through various aspects of their financial lives, including investment management, tax planning, and estate planning. Its commitment to helping clients achieve their financial goals has positioned Edelman Financial Engines as a trusted partner in navigating complex financial landscapes.

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 helps closely held businesses, families, and individuals manage their Wealth.
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