-
Little David Cfp-Eclectic Associates
Distance: 4.1 Mi1021 West Bastanchury Road
92833 Fullerton -
Lance, Soll & Lunghard LLP
Distance: 5.8 Mi203 N Blvd Ste 203
92821 Brea -
Cangelosi & Holmes, Inc. CPAs
Distance: 7.8 Mi17702 Irvine Blvd Ste 200
92780 Tustin -
Wealth Strategies Group
Distance: 10.0 Mi950 S Coast Dr Ste 235
92626-7731 Costa Mesa -
Hitched
Distance: 10.5 Mi5901 Warner Ave
92649-4659 Huntington Beach
Edelman Financial Engines
- 2400 E. Katella Avenue, Suite 910
- Anaheim, California
- 92806
- Phone: (714) 786-8010
- Website
Description
Edelman Financial Engines is a prominent independent financial planning and investment management firm in the U.S., specializing in personalized wealth management, 401(k) managed accounts, and fiduciary advisory services. Formed by the merger of Financial Engines (founded by Nobel laureate Dr. William Sharpe) and Edelman Financial Services, it manages over $290 billion in assets for 1.3 million clients.