San Diego, CA Carmel Mountain Rd Office

Team
Updated today
Edelman Financial Engines logo

Edelman Financial Engines

Institution

Firm-wide stats for Edelman Financial Engines

Total advisors

719

Across 322 offices

Clients per advisor

664 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

About

Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Its offerings cover workplace solutions for defined contribution plans, IRAs and taxable accounts, planner-led wealth management, retirement income services, and sub-advisory/TAMP arrangements.

The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering both discretionary management (Professional Management, Personal Advisor, SMAs) and non-discretionary Online Advice. Its investment process emphasizes diversified model portfolios, periodic rebalancing and long-term orientation, and Edelman Financial Engines operates as a fiduciary for retirement accounts under ERISA and applicable DOL guidance.

Notable characteristics include a direct-subscription online advice channel available outside the workplace alongside its employer-integrated offerings, and a very large scale of client service—managing approximately $326 billion for roughly 477,000 clients supported by 686 advisors, which implies a high client-per-advisor ratio. The firm also offers product exposures that are less common for large institutional advisers, including direct-indexing SMAs, alternative private funds and structured products, and thematic portfolios with digital-asset exposures.

Based on Edelman Financial Engines

Expertise

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

Based on Edelman Financial Engines

Occupation focus

Retired Founder/Business Owner

Based on Edelman Financial Engines

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 14 years of industry experience, currently serving at Edelman Financial Engines since 2020. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a diversified range of portfolios and alternative products.

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

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
user avatar

Aaron M

Series 63, Series 65

San Diego, CA

Edelman Financial Engines

Aaron Mulvaney is a financial advisor at Edelman Financial Engines with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Charles Schwab from 2003 to 2015 and multiple entities affiliated with Edelman Financial Engines 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 employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment strategies.

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

Rana M

Series 65, Series 63

San Diego, CA

Edelman Financial Engines

Rana Maida is a financial advisor with Edelman Financial Engines in San Diego, CA, holding Series 65 and Series 63 designations and bringing 15 years of industry experience. She has held various roles within the Edelman Financial Engines organization and its legacy firms since 2016. 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, managing diversified portfolios with a long-term orientation and serving approximately 477,000 clients.

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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