Derek Geisinger

Director, Operations Strategy and Chief of Staff at Edelman Financial Services - Sunnyvale, CA, US

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Jill CBCP

Chief of Staff, Product & Technology

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Tyler CFP

Director, Financial Planning

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Kristine Chaze

Executive Director, Financial Planning

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Richard Welsh

Associate Director, Financial Planning

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Noah French

Director, Financial Planning

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Phil CFP

Director, Financial Plannin

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Scott CFP

Director, Financial Planning

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408-498-6020
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Edelman Financial Services
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Edelman Financial Services

Sunnyvale, CA, US • 1000 - 4999 Employees
Financial Services

OverviewWe 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 top independent financial planning and investment advisor, recognized by InvestmentNews1 and Barron's2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets. Learn more at www.edelmanfinancialengines.com. © 2019 Edelman Financial Engines, LLC. Financial Engines® and Edelman Financial EnginesTM are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. 1 Ranking and status for 2018. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/). 2 The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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Frequently Asked Questions about Derek Geisinger
Derek Geisinger currently works for Edelman Financial Engines.
Derek Geisinger's role at Edelman Financial Engines is Director, Operations Strategy and Chief of Staff.
Derek Geisinger's email address is ***@edelmanfinancialengines.com. To view Derek Geisinger's full email address, please signup to ConnectPlex.
Derek Geisinger works in the Financial Services industry.
Derek Geisinger's colleagues at Edelman Financial Services are Jill CBCP, Tyler CFP, Kristine Chaze, Richard Welsh, Noah French, Phil CFP, Scott CFP and others.
Derek Geisinger's phone number is 408-498-6020
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