Edelman Financial Engines
Edelman Financial Engines

Edelman Financial Engines Information

Contact top employees from Edelman Financial Engines

Summary

Edelman Financial Engines is a private company that has been in the industry for 39 years. The company currently specializes in the Financial Services, Diversified Financial Services, Asset & Investment Management areas. The position of the President & CEO is occupied by Lawrence Raffone. Its headquarters is located at Sunnyvale, California, USA. The number of employees ranges from 1.0K to 5.0K. The annual revenue of Edelman Financial Engines varies between 25M and 100M. To connect with Edelman Financial Engines employee register on SignalHire.

Organization Website

edelmanfinancialengines.com

Social Links

facebooklinkedIntwitter

Phone Number

888-443-8577, +1-617-556-2414

Industries

Headquarters Location

3315 Scott Blvd, Santa Clara, California, 95054 US

Employees Size

1000-5000 employees

Specialties

Investment Management, Retirement Planning, Financial Planning, Tax Planning, 401(k), 401(k) Rollovers, Roth IRA, Estate Planning, Insurance Guidance, IRAs, Wealth Planning, Wealth Management, Fiduciary, RIA

SIC Code

6199, 6189

DMA Code

San Francisco Bay Area

Founded

1987

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
1901Privately
Held
100 - 250 38.9M $350K
1990Privately
Held
100 - 250 26.2M $0
-- 25 - 100 5M $350K
2019Privately
Held
100-200 - $-

Estimated Website Traffic

The chart shows a growth in traffic to the edelmanfinancialengines.com website. In November, traffic increased to 207632, compared to 188041 in the previous month. The highest traffic in 2025 was recorded in November, reaching 207632 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Edelman Financial Engines shows a diverse range of experience levels:
9% have been with the company for less than 1 year11% for 1–2 years15% for 3–4 years26% for 5–7 years13% for 8–10 years26% have over 11 years of service at Edelman Financial Engines
Ex-employees positions
In Company
In New Company
Contact top employees from Edelman Financial Engines
Pammi Bhullar
Senior Director, Corporate Citizenship (Head of DE&I and Philanthropy)
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Nancy Cuggino
Interim Head of Compensation
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Jason Gulosh
Director, Associate Financial Planners
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Jeff Rossi
Sr. Director, Wealth Solutions Learning
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Julian Peters
Senior Manager
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Amanda Combs
Senior Communications Specialist
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Diana Andersen
Director, Financial Planning
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Lynsie Salazar Deslauriers
Communications Strategist
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Shannon Otteman
Marketing Automation/ Email Development
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Christina Vasquez
Sr Director, HR Strategy and Operations
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Asad Rizvi
Director, Software Development
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Ashley Miller
Senior Manager Compensation
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Jonie Weber
Client Services Associate
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Jennifer Montalto
Senior Marketing Strategist, Pursuits
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Tyler Bonds
Onboarding Specialist
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Onail Nissan
People Operations Analytics Intern
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Alex Shurin
Director, Financial Planning
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Jason Luthy
Financial Advisor
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Joshua Pool
Investment Advisor
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David Bresnick
Director of Consumer Product
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Ryan Miller
Investment Advisor
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James Golichowski CFP®
Director Of Financial Planning
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Clarence Haynes
Instructor Financial Education and Planning
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Brad Johnson
Staff Systems Engineer/Team Lead
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Whitney Day
Investment Advisor
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Heather Halama
Director of Financial Planning
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Dylan Peterson
Client Service Associate
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Vinayak Jadhav
Associate Software Engineer
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Tue Tran CCUFC
Client Service Associate
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Erica Vinson
Wealth Planning Support Analyst
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FAQ

Edelman Financial Engines operates in the Finance industries. More details can be found on the official website: edelmanfinancialengines.com.
The headquarters of Edelman Financial Engines are located in Santa Clara, United States.
The current CEO of Edelman Financial Engines is Lawrence Raffone
You can contact Edelman Financial Engines by phone at 888-443-8577, +1-617-556-2414.
Edelman Financial Engines currently employs 1000-5000 people.
Edelman Financial Engines's revenue is approximately 50M.

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