Financial Engines Employee Directory

Financial ServicesUnited States501-1000 Employees

Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. We currently offer financial help to more than 9.5 million people across over 700 companies (including 146 of the Fortune 500). Our unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet their financial goals.

For more information, please visit www.financialengines.com.
All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines does not guarantee future results.

*For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).

Find Financial Engines employees' phone numbers or email addresses

Financial Engines Global Highlights

North America
213

United States Of America
211
Canada
2

Asia
7

India
4
Indonesia
1
Iran
1
Viet Nam
1

Europe
6

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

Africa
3

South Africa
1
Morocco
1
Nigeria
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
R. F.
Senior Vice President - Financial Planning
Mobile Phone
Email
G. M.
Senior Vice President - Financial Planning
Mobile Phone
Email

Financial Engines Employee Metrics

100%

50%

0%

2025

2024

Finance
Engineering
Analytics
Program & Project Management
Accounting
Other
Administrative

Contact profiles from Financial Engines

Name

Title

Contact Info

Location

Last Update

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 14, 2024
L. C. P.
Strategic Alliance Marketing Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
K. M.
Boston Office Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
R. M.
Provider Service Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 13, 2025
K. W.
Sr. Communications Manager
Mobile Phone
Email
United StatesMassachusetts
Jul 17, 2025
A. K.
Client Services Manager
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
A. S.
Compliance Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 20, 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, CA 94089, US; 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 501 employees as of October 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Financial Engines's key employees and leadership?

As of October 2025, 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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