Edelman Financial Engines

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5684 Stoneridge Dr Ste A
Pleasanton, CA 94588
+1 (925) 227-0555
https://www.edelmanfinancialengines.com

Edelman Financial Engines, based in Pleasanton, CA, offers personalized financial planning and investment management services designed to help clients achieve their financial ambitions. With a holistic approach that integrates various aspects of financial life, the firm serves over 13 million clients and manages approximately $293 billion in assets.

The company provides a range of services including retirement planning, tax planning, estate planning, and insurance guidance, ensuring that clients receive expert advice tailored to their unique goals. Recognized for its commitment to client satisfaction, Edelman Financial Engines has been awarded as an independent financial advisory firm for seven consecutive years.

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