Our fee-only financial planners provide straightforward advice with your values and goals in mind. We are fiduciaries and put our clients’ interests above all others. Not simply because it’s a legal requirement, but because it’s the right thing to do. Our planners don’t sell proprietary investment products to earn commissions and aren’t incentivized to place your money with any specific funds. We have merged dedicated human relationships with patented financial technology to give individual investors access to advanced portfolio management and personalized financial strategies.
FINANCIAL PLANNERS IN San Rafael, CA
Helping you elevate your financial potential
Frequently Asked Questions
Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial planner in your area. After this meeting, if you and your planner mutually agree that it makes sense for you to become an EFE client, the planner will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your planner will be with you every step of the way as you embark on your new journey.
Your financial planner is the backbone of your planning team. In addition, there is a team of portfolio managers who will monitor and manage your accounts on an ongoing basis. Planners also have access to internal and external professional resources.