Ivonne Roberts

Senior Software Architect, Principal Engineer at Edelman Financial Services - Sunnyvale, CA, US

Ivonne Roberts's Colleagues at Edelman Financial Services
Adam Karron

Director, Financial Planning

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Sam Mazzola

Director, Financial Planning

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Natalya Bagmet

Registered Client Service Associate

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Mark Rowley

Director, Financial Planning

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Carol Battle

Client Service Associate

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Ivonne Roberts's Contact Details
HQ
408-498-6020
Location
Tampa/St. Petersburg, Florida Area
Company
Edelman Financial Services
Ivonne Roberts'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
Details about Edelman Financial Services
Frequently Asked Questions about Ivonne Roberts
Ivonne Roberts currently works for Edelman Financial Services.
Ivonne Roberts's role at Edelman Financial Services is Senior Software Architect, Principal Engineer.
Ivonne Roberts's email address is ***@edelmanfinancialengines.com. To view Ivonne Roberts's full email address, please signup to ConnectPlex.
Ivonne Roberts works in the Financial Services industry.
Ivonne Roberts's colleagues at Edelman Financial Services are Adam Karron, Stuart Schifter, Sam Mazzola, Natalya Bagmet, Edgardo Melendez, Mark Rowley, Carol Battle and others.
Ivonne Roberts's phone number is 408-498-6020
See more information about Ivonne Roberts