Financial Engines

Financial Engines – Why Work For Us?

Dr. William F. Sharpe (Bill) is a recipient of the 1990 Nobel Prize in Economic Sciences, and has helped some of the nation's largest pension fund managers invest billions of dollars of retirement money. He started Financial Engines in 1996 when he realized that technology made it possible to offer the same sophisticated retirement help to individuals, regardless of their wealth or investment experience. Today, his revolutionary vision—to give everyone access to independent, high-quality investment advice—is a reality.  Bill is currently a Director Emeritus with Financial Engines.

Financial Engines combines Bill's pioneering investment methodology with proprietary technology to provide all investors with cost-effective, expert advice and management—the kind previously available only to the world's largest institutional investors.

As the STANCO 25 Professor of Finance, Emeritus at Stanford University's Graduate School of Business, Bill's academic career included teaching at Stanford University, the University of Washington, and the University of California at Irvine. He is perhaps best known as one of the originators of the Capital Asset Pricing Model (used by economists to illustrate the relationship between investment risk and return in the pricing of securities) and for his development of the Sharpe Ratio for investment performance analysis, which bears his name. 

In addition to writing seven influential books on portfolio theory and investing, Bill has published articles in a number of professional journals, including Management Science, The Journal of Business, The Journal of Finance, The Journal of Financial Economics, The Journal of Financial and Quantitative Analysis, The Journal of Portfolio Management, and The Financial Analysts' Journal.

He is also the past President of the American Finance Association.

Bill received his Ph.D., M.A., and B.A. in Economics from the University of California at Los Angeles. He is also the recipient of a Doctor of Humane Letters, Honoris Causa from DePaul University, a Doctor Honoris Causa from the University of Alicante (Spain), a Doctor Honoris Causa from the University of Vienna (Austria), a Doctor of Science, Economics, Honoris Causa from the London Business School, and the UCLA Medal, UCLA's highest honor.

Who We Help

At Financial Engines we believe that everyone deserves personalized retirement help. And we've been offering just that since 1998. Over a million people at hundreds of America's biggest organizations have received help from Financial Engines.

Whether you're just starting out or getting close to retirement, Financial Engines will help you make the most of your future. Regardless of your goals, salary, investment style, or retirement horizon, Financial Engines provides Retirement Help for Life®. Check out these stories to see how we can help investors like you.

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The Financial Engines difference

At Financial Engines, we have a lot to be proud of. Since 1996 we've been helping millions of people get expert retirement advice that was once reserved for only the wealthiest investors. Providing Retirement Help for Life® is a lofty goal but it's one that our employees are 100% committed to-and extremely passionate about as well. By combining talent, technology, teamwork, and a common sense of purpose, we've made Financial Engines a great place to work 

We have locations in Sunnyvale, CA, Phoenix, AZ, and Boston, MA.

Financial Engines offers a wide range of benefits to full-time employees. We currently have all the basics, including:

  • Cafeteria Style Program (Section 125 Plan) with a benefit credit
  • Medical (includes an additional Mental Health & Chiropractic Benefit)
  • Dental
  • Vision
  • Flexible Spending Accounts
  • Disability programs - pretax or post-tax options
  • Basic Life Insurance - at no cost to the employee
  • Additional Life Insurance options
  • Paid time off

Plus the following for eligible employees:

  • Holidays
  • Back up child care solution (Palo Alto and Boston)
  • Commuter Check options
  • Professionally managed 401(k)
  • We can help you achieve and maintain a Series 65 license
  • Telecommuting options
  • Recognition Awards

At Financial Engines, our core values really shape our culture

Describing a company's culture in words, without experiencing it firsthand, is no easy feat. At Financial Engines, we believe that our core values are the best reflection of what it's like to work here. We attract the best and the brightest in a variety of disciplines. But regardless of title or talent, everyone at Financial Engines is committed to the same core values...and it makes all the difference.

Help: We help our customers and each other.

Passion: We believe in what we are doing & are driven to succeed.

Reliability:  We do what we say we will do.

Respect: We treat each other with respect.  

Integrity: We do the right thing.

"At Financial Engines, I am empowered to do what I do best every day. And every day, I am challenged to be the best I can be."

- Steve L., Operations Team Manager

"I am passionate about the company's mission.  And, I am excited about my role. Every day my work provides ample opportunities to learn new technologies, solve complex problems, and grow in my career."
Srinagesh V., Software Development Manager

"I feel privileged to work with such a talented and stimulating group of people. At Financial Engines the doors are wide open to new ideas, keeping my work interesting. Most importantly, there is great work-life balance." 
- Srinath S., Development Lead

"I have forged great relationships among my peers at FE and am constantly learning from them.  I would not be where I am now without the tutelage of my peers at FE." 
Allen W., Sr. Portfolio Analyst

"Financial Engines is an exciting place to work not only because every day brings a different challenge, but it is a place where everyday we have the opportunity to make a positive impact on the lives of individual people." 
Bob K., Sr. Account Manager

"What keeps me coming to work everyday is the challenge and the people. Everyday is educational, and with the depth of the expertise here at Financial Engines, I'm always surrounded by a warm, strong team." 
Tricia L., Retirement Plan Specialist

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Financial Engines Reviews

42 Reviews
42 Reviews
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Financial Engines President and CEO Jeff N. Maggioncalda
Jeff N. Maggioncalda
31 Ratings

    Good company for talented engineers and product managers

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Staff Software Engineer
    Current Employee - Staff Software Engineer

    I have been working at Financial Engines (more than 10 years)


    It feels good to build useful applications that help people plan their retirement.
    CEO and EVPs believe in the mission of the company and work to make it a success.
    Very flexible work environment.
    Nice office environment in Sunnyvale.
    Good opportunities for promotion for those with the talent and inclination to move into management.


    Too much reliance on ancient legacy code that should have been rewritten years ago.
    Management appears to think passing tests = good code quality; not much interest in emphasizing maintainability, understandability, etc.
    We've been slow to adopt new practices and frameworks.
    The transition to Agile was brutal. Project deadlines were decided top-down based on business requirements same as before, but with a ridiculous amount of time wasted in Agile meetings.
    Pay and benefits are probably average or might be below average.

    Advice to ManagementAdvice

    Give us the time to clean up and modernize the code base.
    Do more to emphasize and reward best practices.

    Positive Outlook
    Approves of CEO

Financial Engines Interviews

Updated Oct 16, 2014
Updated Oct 16, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Researcher Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    submitted online, interview with HR after one week, and then the Hiring Manager right the week after. They act like they want to hire some, but I realize they just pretend they want to hire people.

    Interview Questions
    • only asked about my resume and rejected me right on the phone interview.   View Answer
    No Offer

Financial Engines Awards & Accolades

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Additional Info

Headquarters Sunnyvale, CA
Size 150 to 499 Employees
Founded 1996
Type Company - Public (FNGN)
Industry Finance
Revenue $100 to $500 million (USD) per year

Financial Engines (FE), America’s largest defined contribution managed account provider,* is dedicated to making high-quality retirement help available to everyone — regardless of how much money they have. Co-founded in 1996 by Nobel Prize-winning economist Bill Sharpe, FE currently offers personalized advice for saving, investing and living in retirement to millions of workers nationwide. FE combines cutting-edge technology and a personal, human touch to help all types of investors reach their retirement goals. For more information, visit More

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