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Bruce A
Series 63, Series 66
Atlanta, GA
Edelman Financial Engines
Bruce Alden is a financial advisor with Edelman Financial Engines in Atlanta, GA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent a year with TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and long-term investment orientation.
Aamina S
CFP®, Series 66
Atlanta, GA
Edelman Financial Engines
Aamina Siddiqui is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has held roles at firms including IRC Wealth, Fidelity Investments, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients across diversified portfolios and a range of investment products.
Kaitlyn P
Series 65
Atlanta, GA
Edelman Financial Engines
Kaitlyn Poss is a financial advisor at Edelman Financial Engines in Atlanta, GA, holding a Series 65 credential. She has been with Edelman Financial Engines since 2022 and has prior experience in various roles outside the financial services industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.
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