Jeff Suarez

Senior Vice President, Head of Product Engineering at Edelman Financial Engines - Sunnyvale, California, United States

Jeff Suarez's Colleagues at Edelman Financial Engines
John Carty

Sr. Client Discovery Associate

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Lora Perez

Client Service Manager

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Becky Aaserud

Client Services Manager, Notary

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Tara Richards

Director, Human Resources Business Partner

Contact Tara Richards

Mary Davis

Director, Financial Planning

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Jeff Suarez's Contact Details
HQ
+1 855-215-7171
Location
316 Huntington Avenue,Boston,Massachusetts,02115,United States
Company
Edelman Financial Engines
Jeff Suarez'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.

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Frequently Asked Questions about Jeff Suarez
Jeff Suarez currently works for Edelman Financial Engines.
Jeff Suarez's role at Edelman Financial Engines is Senior Vice President, Head of Product Engineering.
Jeff Suarez's email address is ***@edelmanfinancialengines.com. To view Jeff Suarez's full email address, please signup to ConnectPlex.
Jeff Suarez works in the Financial Services industry.
Jeff Suarez's colleagues at Edelman Financial Engines are John Carty, Lora Perez, Nick Robbie, Becky Aaserud, Alex Davidson, Tara Richards, Mary Davis and others.
Jeff Suarez's phone number is +1 855-215-7171
See more information about Jeff Suarez