Financial Engines Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Financial Engines offers comprehensive financial planning along with professional investment management and advice intended to improve financial clarity for individuals. It serves more than 9.5 million people through partnerships with over 700 companies, including 146 Fortune 500 firms, supported by online services and dedicated advisors. The firm is based in Sunnyvale, California, and was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. 

 It is described as America's largest independent investment adviser. In 2019 it launched Fiduciary Distribution Review to help workers navigate retirement decisions when changing jobs. All advisory services are provided by Financial Engines Advisors L.L.C.

Find Financial Engines employees' phone numbers or email addresses

Financial Engines Global Highlights

Location
Employees

North America
196

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  • United States Of America
    194
  • Canada
    2

Asia
7

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  • India
    4
  • Iran
    1
  • Viet Nam
    1
  • Indonesia
    1

Europe
6

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  • United Kingdom Of Great Britain And Northern Ireland
    4
  • Germany
    1
  • Greece
    1

Africa
3

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  • Nigeria
    1
  • South Africa
    1
  • Morocco
    1

Financial Engines's Leadership

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    B. A.
    Senior Vice President, Financial Planning, Crpc
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    W. C.
    Senior Vice President - Financial Planning
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    Z. F.
    Senior Vice President - Financial Planning
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    A. S.
    Senior Vice President - Financial Planning
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    D. E.
    Sr. Vice President - Financial Planning
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    J. B.
    Senior Vice President - Financial Planning
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    G. C.
    Senior Vice President, Financial Planning
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    S. C.
    Senior Vice President - Financial Planning
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Financial Engines Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Engineering
  • Analytics
  • Program & Project Management
  • Accounting
  • Other
  • Administrative
  • Banking
  • Community & Social Services

Contact profiles from Financial Engines

Name
Title
Contact Info
Location
Last Update
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    B. A.
    Senior Vice President, Financial Planning, Crpc
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    United StatesGeorgia
    Jun 01, 2026
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    W. C.
    Senior Vice President - Financial Planning
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    United StatesGeorgia
    May 30, 2026
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    Z. F.
    Senior Vice President - Financial Planning
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    United StatesUtah
    Apr 15, 2026
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    A. S.
    Senior Vice President - Financial Planning
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    United StatesTennessee
    Apr 13, 2026
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    D. E.
    Sr. Vice President - Financial Planning
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    United StatesNebraska
    Feb 11, 2026
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    J. B.
    Senior Vice President - Financial Planning
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    United StatesKentucky
    Mar 25, 2026
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    G. C.
    Senior Vice President, Financial Planning
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    United StatesSouth Carolina
    Apr 16, 2026
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    S. C.
    Senior Vice President - Financial Planning
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    United StatesFlorida
    Apr 16, 2026
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    C. A.
    Senior Vice President, Financial Planning
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    United StatesKansas
    Jun 02, 2026
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    M. W.
    Senior Vice-President, Financial Planning
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    United StatesMichigan
    Mar 06, 2026

Frequently Asked Questions

What is Financial Engines known for?

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Financial Engines was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 1050 Enterprise Way 3rd Floor Sunnyvale, California 94089 United States; you can contact the main corporate office by phone at . Explore Financial Engines's company overview page for more information.

What is Financial Engines's most common email format?

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Financial Engines employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Engines email formats with LeadIQ.

How many employees does Financial Engines have currently?

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Financial Engines has approximately 194 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Financial Engines's key employees and leadership?

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As of June 2026, Financial Engines's key employees include:

  • Senior Vice President, Financial Planning, Crpc: B. A.
  • Senior Vice President - Financial Planning: W. C.
  • Senior Vice President - Financial Planning: Z. F.
  • Senior Vice President - Financial Planning: A. S.
  • Sr. Vice President - Financial Planning: D. E.

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