What departments does Financial Engines have?

Financial Engines has employees across 9 departments including Finance, Analytics, Engineering, Education, Program & Project Management.

What is the largest department at Financial Engines?

The largest department at Financial Engines is Finance with 17 employees.

Where are Financial Engines employees located globally?

Financial Engines has employees across 4 continents and 12 countries including Nigeria, South Africa, Morocco, India, Iran.

How has Financial Engines's team size changed over time?

Financial Engines's team has decreased from approximately 447 to 144 employees based on available data.

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.

Financial Engines Global Highlights

North America
196

United States Of America
194
Canada
2

Asia
7

India
4
Iran
1
Viet Nam
1
Indonesia
1

Europe
6

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

Africa
3

Nigeria
1
South Africa
1
Morocco
1

Financial Engines's Leadership

B. A.
Senior Vice President, Financial Planning, Crpc
Mobile Phone
Email
W. C.
Senior Vice President - Financial Planning
Mobile Phone
Email
Z. F.
Senior Vice President - Financial Planning
Mobile Phone
Email
A. S.
Senior Vice President - Financial Planning
Mobile Phone
Email
D. E.
Sr. Vice President - Financial Planning
Mobile Phone
Email
J. B.
Senior Vice President - Financial Planning
Mobile Phone
Email
G. C.
Senior Vice President, Financial Planning
Mobile Phone
Email
S. C.
Senior Vice President - Financial Planning
Mobile Phone
Email

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

J. A.
Director, Sponsor & Provider Services
Mobile Phone
Email
United StatesMassachusetts
Apr 14, 2026
J. M.
Director Of Financial Planning
Mobile Phone
Email
United StatesGeorgia
Apr 14, 2026
P. K.
Director Software Engineering
Mobile Phone
Email
United StatesMassachusetts
Feb 11, 2026
R. J.
Director, Learning & Development
Mobile Phone
Email
United StatesArizona
Jan 03, 2025
W. F.
Director Of Program Management
Mobile Phone
Email
United StatesMassachusetts
Feb 11, 2026
B. K.
Director
Mobile Phone
Email
United StatesKansas
Oct 21, 2024
B. P.
Senior Director - Sponsor And Provider Services
Mobile Phone
Email
United StatesIowa
Sep 14, 2024
J. S.
Director, Learning And Development
Mobile Phone
Email
United StatesArizona
Oct 22, 2024
R. B.
Director, Information Security / Office Of Risk Management
Mobile Phone
Email
United StatesArizona
Feb 23, 2026
K. M.
Boston Office Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025

Frequently Asked Questions

What is Financial Engines known for?

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

+1-650-565-****

. Explore Financial Engines's company overview page for more information.

What is Financial Engines's most common email format?

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?

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?

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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Financial Engines Employee Directory

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