Financial Advisor in Sacramento

Financial Advisors in Roseville, California

Map Out Your Financial Future

Edelman Financial Engines is America's largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services in the Roseville area.

Talk with a Financial Advisor in Roseville

Get to know us

Edelman Financial Engines' comprehensive approach to planning and use of proprietary technology can help you and your family achieve your financial goals, including:

  • Planning your retirement
  • Managing your investments
  • Planning your estate and leaving a legacy for your heirs
  • Managing your personal finances
  • Preparing for life events (births, marriage, education funding, job loss, etc.)
  • Reviewing your insurance coverage to ensure you and your loved ones are protected
  • Evaluating employer benefits and career planning

Fiduciary Plus

When it comes to our clients, we're "all-in." We actively seek ways to make our clients' lives better, whether it's working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It's a commitment we've made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team

Bill O'Donnell

Director, Financial Planning


See Profile >

Cynthia Leal

Director, Financial Planning

See Profile >

Fred Ferrara

Director, Financial Planning


See Profile >

Jennifer Staben

Director, Financial Planning

See Profile >

Mark Sikich

Regional Director, Financial Planning

See Profile >

More Locations

Elk Grove


2901 Douglas Blvd

Suite 250

Roseville, CA 95661

Phone Number

(800) 485-1915

Talk to us

By clicking submit you are agreeing to our Terms of Use and Privacy Policy.