Financial Consulting Santa Clara

Edelman Financial Engines

Name: Edelman Financial Engines
Telephone: +18337526333

Financial Consulting Santa Clara
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Address: 3945 Freedom Circle Map
: Suite 450
Place: Santa Clara, CA 95054
Route

Landline: +18337526333
Twitter: @edelmanFE
Facebook: 2109977392432443
Website: www.edelmanfinancialengines.com

Description

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Santa Clara is here for you, serving the greater Santa Clara area, including San Jose and Fremont. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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Opening hours

Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM

Bios

Bios

Brendan McGillick
Executive Director, Financial Planning
Link: Brendan McGillick
Cameron Ott
Senior Financial Planner
Link: Cameron Ott
Clay Ernst
Executive Director, Financial Planning
Link: Clay Ernst
Curtis Hagner
Director, Financial Planning
Link: Curtis Hagner
Diana Andersen
Director, Financial Planning
Link: Diana Andersen
Eddie Lee
Director, Financial Planning
Link: Eddie Lee
Ken Sakamoto
Director, Financial Planning
Link: Ken Sakamoto
Mark Palmer
Executive Director, Financial Planning
Link: Mark Palmer
Mark Sikich
Director, Financial Planning
Link: Mark Sikich
Sean OBannon
Director, Financial Planning
Link: Sean OBannon