Edelman Financial Engines

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3570 Carmel Mountain Rd Ste 450
San Diego, CA 92130
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in San Diego is here for you, serving San Diego and the neighboring region. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
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Reviews

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1.04 reviews
Gourmet Greg C.
11/5/2025

Wasted hours gathering "ALL" documents that were requested, met with an advisor, and zero follow-up, no phone call, follow-up meeting etc. Had a better experience buying goldfish at Petco:

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Greg N.
4/1/2019

Responded to a letter and all I got was a lot of spam following the phone call to get more information

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Jeff N.
9/22/2021

I had the most horrific experience with Edelman. I gave them my entire savings and with one week my account was down $8000. They did make some errors in moving my funds which resulted in a...

Richard M.
1/3/2020

The Director of Financial Planning at Edelman is not required to be a Certified Financial Planner. Check the credentials before you dive in.

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