Felix Kwan

Director, Financial Planning at Edelman Financial Services - Sunnyvale, CA, US

Felix Kwan's Colleagues at Edelman Financial Services
Brendan McGillick

Director, Financial Planning

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James Selu

Director, Financial Planning

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Josette Jaramillo

Senior Talent Acquisition Recruiter

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Jeff Gonzales

Regional Manager Client Services

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Joshua Sorensen

Retirement Plans Division Manager

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Robert Choy

Director, Financial Planning

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Felix Kwan's Contact Details
HQ
408-498-6020
Location
Walnut Creek, California, United States
Company
Edelman Financial Services
Felix Kwan'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.

Investment Management 401k Rollovers Retirement Planning IRAs Financial Planning B2C Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Felix Kwan
Felix Kwan currently works for Edelman Financial Services.
Felix Kwan's role at Edelman Financial Services is Director, Financial Planning.
Felix Kwan's email address is ***@edelmanfinancialengines.com. To view Felix Kwan's full email address, please signup to ConnectPlex.
Felix Kwan works in the Financial Services industry.
Felix Kwan's colleagues at Edelman Financial Services are Brendan McGillick, James Selu, Josette Jaramillo, Jeff Gonzales, Mark Palmer, Joshua Sorensen, Robert Choy and others.
Felix Kwan's phone number is 408-498-6020
See more information about Felix Kwan