Financial Advisors in Santa Clara, CA

Helping you elevate your financial potential

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3945 Freedom Circle

Suite 450

Santa Clara, CA 95054

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THE Santa Clara, ca TEAM

  • Brendan McGillick

    Executive Director, Financial Planning

    Costa Mesa, El Segundo, Pasadena, Silicon Valley

    Brendan McGillick

  • Cameron Ott

    Senior Financial Planner

    Elk Grove, Fresno, Roseville, San Rafael, Silicon Valley, Walnut Creek

    Cameron Ott

  • Clay Ernst

    Executive Director, Financial Planning

    Colorado Springs, Englewood, Silicon Valley

    Clay Ernst

  • Curtis Hagner

    Director, Financial Planning

    San Rafael, Silicon Valley, Walnut Creek

    Curtis Hagner

  • Diana Andersen

    Director, Financial Planning

    Silicon Valley

    Diana Andersen

  • Eddie Lee

    Director, Financial Planning

    Silicon Valley, Walnut Creek

    Eddie Lee

  • Ken Sakamoto

    Director, Financial Planning

    San Rafael, Silicon Valley, Walnut Creek

    Ken Sakamoto

  • Mark Palmer

    Executive Director, Financial Planning

    Danville, San Rafael, Silicon Valley, Walnut Creek

    Mark Palmer

  • Mark Sikich

    Director, Financial Planning

    Elk Grove, Roseville, San Rafael, Silicon Valley, Walnut Creek

    Mark Sikich

  • Sean O'Bannon

    Director, Financial Planning

    San Rafael, Silicon Valley, Walnut Creek

    Sean O'Bannon

 

 

 

 

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Working with us in Santa Clara, CA

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Santa Clara is here for you, serving the greater Santa Clara area, including San Jose and Fremont. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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