Aura Cfp

Director Of Financial Planning at Edelman Financial Engines - Sunnyvale, California, United States

Aura Cfp's Colleagues at Edelman Financial Engines
Don Crpc

Senior Vice President of Financial Planning

Contact Don Crpc

Caleb Smith

Director, Corporate Development & Strategic Finance

Contact Caleb Smith

Ashley Zephir

Director, Financial Planning

Contact Ashley Zephir

Bert Boutte

Director, Financial Planning

Contact Bert Boutte

Andrzej Mendela

Director, Financial Planning

Contact Andrzej Mendela

Robert Young

Senior Director, Investments and Portfolio Analysis

Contact Robert Young

Justine Gidaro

Director, Financial Planning

Contact Justine Gidaro

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Aura Cfp's Contact Details
HQ
+1 855-215-7171
Location
California,United States
Company
Edelman Financial Engines
Aura Cfp's Company Details
Edelman Financial Engines logo, Edelman Financial Engines contact details

Edelman Financial Engines

Sunnyvale, California, United States • 1400 Employees
Financial Services

We put the personal in personal finance.Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice. In 2018, two of America's most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed. Today we're America's #1 independent financial advisory firm, recognized by Barron's.* Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have over 145 planner offices nationwide, and more than 1.3 million clients** trust us to manage over $270 billion*** in assets. Learn more at www.edelmanfinancialengines.com. * The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending, and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.

Details about Edelman Financial Engines
Frequently Asked Questions about Aura Cfp
Aura Cfp currently works for Edelman Financial Engines.
Aura Cfp's role at Edelman Financial Engines is Director Of Financial Planning.
Aura Cfp's email address is ***@edelmanfinancialengines.com. To view Aura Cfp's full email address, please signup to ConnectPlex.
Aura Cfp works in the Financial Services industry.
Aura Cfp's colleagues at Edelman Financial Engines are Don Crpc, Caleb Smith, Ashley Zephir, Bert Boutte, Andrzej Mendela, Robert Young, Justine Gidaro and others.
Aura Cfp's phone number is +1 855-215-7171
See more information about Aura Cfp