Doug Olsen

Vice President, Retail Funnel Optimization at Edelman Financial Services - Sunnyvale, CA, US

Doug Olsen's Colleagues at Edelman Financial Services
Jennifer Elmore

Senior Field Operations Manager

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David Marks

Director, Financial Planning

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Eileen Vaughan

Client Service Associate

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George Dougherty

Executive Director, Financial Planning

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Salvatore Marino

Director, Financial Planning

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Lisa Benchaabane

Director, Financial Planning, CFP®, CRPC®, CFS®

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Jeremy Albrecht

Executive Director of Financial Planning

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Doug Olsen's Contact Details
HQ
408-498-6020
Location
Greater Minneapolis-St. Paul Area
Company
Edelman Financial Services
Doug Olsen's Company Details

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 Doug Olsen
Doug Olsen currently works for Edelman Financial Services.
Doug Olsen's role at Edelman Financial Services is Vice President, Retail Funnel Optimization.
Doug Olsen's email address is ***@edelmanfinancial.com. To view Doug Olsen's full email address, please signup to ConnectPlex.
Doug Olsen works in the Financial Services industry.
Doug Olsen's colleagues at Edelman Financial Services are Jennifer Elmore, David Marks, Eileen Vaughan, George Dougherty, Salvatore Marino, Lisa Benchaabane, Jeremy Albrecht and others.
Doug Olsen's phone number is 408-498-6020
See more information about Doug Olsen