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Edward D

Series 66

Santa Clara, CA

Edelman Financial Engines

Edward Dinan is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds a Series 66 designation and has been with Financial Engines Advisors L.L.C. since 2013. Outside of his advisory role, he serves as Treasurer and CFO for Samye, a 501(c)(3) religious organization, where he manages bookkeeping, bank accounts, taxes, and stock donations on a volunteer basis. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing model-based and customized portfolios while supporting a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Vallapuzha S

Series 65

Santa Clara, CA

Edelman Financial Engines

Vallapuzha Sandhya is a financial advisor at Edelman Financial Engines with 12 years of industry experience. She holds a Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2011. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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