Edelman Financial Engines (Corporate Office)

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3315 Scott Blvd Fl 4
Santa Clara, CA 95054
+1 (833) 752-6333
https://www.edelmanfinancialengines.com

Edelman Financial Engines, headquartered in Santa Clara, CA, is a leading financial advisory firm dedicated to empowering individuals with comprehensive wealth management and financial planning services. With over 127 million clients and $308 billion in assets under management, the firm emphasizes a holistic approach that integrates all aspects of clients' financial lives.

Recognized for excellence, Edelman Financial Engines offers personalized services in retirement planning, investment management, and tax planning, ensuring that clients receive fiduciary advice tailored to their unique goals. The firm prides itself on high client satisfaction, providing ongoing reviews and actionable strategies to adapt to life changes and market shifts.

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