San Diego, CA Carmel Mountain Rd Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

6

Of 728 advisors across 322 offices

Location

3570 Carmel Mountain Rd, Suite 450

San Diego CA 92130

Advisors at this office

6

Advisors at this office

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Besjana H

Series 63, Series 66

San Diego, CA

Edelman Financial Engines

Besjana Husted is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Ferguson McClure and Associates. Outside of her advisory role, she serves as president of a nonprofit charitable organization focused on selecting and overseeing charitable projects. Edelman Financial Engines provides technology-enabled investment advisory services for 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 client 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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Benjamin B

CFP®, Series 66

San Diego, CA

Edelman Financial Engines

Benjamin Bowen is a CFP® with 13 years of industry experience, currently serving at Edelman Financial Engines. He has worked at Financial Engines Advisors L.L.C. since 2020 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Bowen is based in San Diego, CA. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

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

CFP®, Series 66

San Diego, CA

Edelman Financial Engines

Ronald Sisk is a CFP® with 24 years of industry experience, currently serving at Edelman Financial Engines in San Diego, CA. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines delivers 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, offering diversified model portfolios with a long-term investment approach.

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

Series 63, Series 65

San Diego, CA

Edelman Financial Engines

Aaron Mulvaney is a financial advisor with Edelman Financial Engines in San Diego, CA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2015. 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 modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

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

Series 65, Series 63

San Diego, CA

Edelman Financial Engines

Rana Maida is a financial advisor at Edelman Financial Engines in San Diego, CA, holding Series 65 and Series 63 licenses with 15 years of industry experience. She has been with Edelman Financial Engines and its predecessor entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions, planner-led wealth management, and online advice. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term investment orientation.

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

Brandon B

Series 66

San Diego, CA

Edelman Financial Engines

Brandon Bell is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds the Series 66 designation and has worked at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, Merrill, and Bank of America. 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, offering a range of discretionary and non-discretionary management options with an emphasis on diversified model portfolios and long-term strategies.

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