Curtis Hagner | Edelman Financial Engines

I am Curtis Hagner,


Director, Financial Planning

"For two decades, I’ve been helping my clients achieve their financial and life goals. Every day, I’m excited to come to work and coach them on the journey we’ve laid out together so they can better reach their lifelong milestones. My spare time is filled with family and my passion for restoring cars. I also love the outdoors, camping and especially cooking."

Phone Number



3945 Freedom Circle

Suite 950

Santa Clara, CA 95054

Location Details >

4040 Civic Center Drive

Suite 200

San Rafael, CA 94903

Location Details >

4301 Hacienda Drive

Suite 100

Pleasanton, CA 94588

Location Details >

Schedule an Appointment

Get to Know Us

Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.

About My Services


Financial Planning

Investment Management

Retirement Planning

We’re here to help you make important decisions about every aspect of your life with a dollar sign — from planning for retirement to leaving a legacy for your family — and everything in between.

How We're Different

Founded by acclaimed financial planner, Ric Edelman, and Nobel Prize-winning economist William Sharpe.

Ranked #1 in quality by Barron’s1.

Independent, fee-only advisors. Our planners don’t earn commissions selling products to our clients.

We serve in your best interests always. Whatever your situation, our experienced planners will provide the objective, straightforward advice you need to help you move your financial life forward.

My Qualifications

Years of Experience

I have 21 years of experience in the financial industry.


Certified Financial Planner™

My Story

Interests and Hobbies




Fun Facts

Thanksgiving is my favorite time of year. I enjoy the family time and giving thanks for all our blessings.

You Should Also Know About


We provide objective, fee-based advice and asset management. That means we won’t try to sell you on our firm’s proprietary products. It also means our planners don’t earn any commissions on the products and services our planners recommend for our clients. Our goal is to help you reach your financial goals with confidence, plain and simple.

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.

Ready to Take the Next Step?