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Edelman Financial Engines Overview

Sunnyvale, CA
1001 to 5000 employees
Company - Private
Investment Banking & Asset Management
Unknown / Non-Applicable
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment ... Read more

Company Updates

  • Could you be leaving money on the table when you move a 401(k) plan? New research shows the value of making an informed decisions. #401k

    Nearly 70% of Workers Haven't Talked to a Financial Advisor About Making 401(k) Account Distributions - Exposing Them to Avoidable Risks, Fees, Taxes, Penalties and Leakage

    SUNNYVALE, Calif.--()--More than four in 10 individuals (42%) between ages 35 and 65 who left a job where they had money in a 401(k) plan were unaware that it might have been possible to keep their money in the plan, according to a survey released today by Financial Engines, America's top independent financial planning and investment advisor[1].

  • “Our expanded relationship with Financial Engines strengthens the help we can deliver to our participants by combining independent, comprehensive advisory services, a powerful online client experience, and the personal attention of a dedicated advisor,” said Andy Heiges, group manager for retirement income and advice for T. Rowe Price.

    Financial Engines Expands Relationship With T. Rowe Price

    SUNNYVALE, Calif.--()--Financial Engines, (NASDAQ: FNGN), America's largest independent investment advisor 1, today announced it has significantly expanded its strategic relationship with global investment management organization T. Rowe Price to now offer Financial Engines' full suite of advisory services and deliver an improved user experience to plan participants who have T.

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Edelman Financial Engines Video

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Edelman Financial Engines – Why Work For Us?

Our work in a nutshell!

We were founded in 1996 to help people just like you, and hundreds of Fortune 500 companies use our workplace solutions to help their employees with personalized financial guidance. We provide objective, fee-based advice and asset management, with an aim to help you build a better financial future, plain and simple.

Let's reinvent the system to give all people the power to grow.

Financial Engines was founded on a mission to help people. After 20 years, we are the largest independent registered investment advisor in the nation serving over 1 million people with over $150B assets under management ( But we want to do more. We are expanding our services to reach more people and need mission-driven individuals passionate about helping others.

Visit our Career Center to learn more about our opportunities and benefits.

Financial Engines, LLC. is committed to equal opportunity employment.

Describing a company’s culture is no easy feat.

But 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.

  • Always do the right thing.
  • Help each other.
  • Be clear.
  • Reinvent.

I’m Larry Raffone, CEO of Financial Engines. Thank you for taking the time to provide feedback about your experience as an FE employee. I joined FE 14 years ago because I believed in Bill Sharpe’s vision to help people who could not get help any place else. In leading our next phase, I’m focused on engaging and developing our people, creating and nurturing a dynamic culture,and setting the course to help millions of people who desperately need our help.

Earlier this year, we began to build an ambitious plan for the future. This is how we’ll get there:

We’re becoming a customer-focused company.
We don’t know enough about our customers. We’ll get to know them to learn about their ambitions, their needs, and their aspirations.From customer visits to interviews to research, we’re trying new things and learning from them. They’re the reason we exist.

We’re challenging our competitors.
FE wants to make sure we’re the ones who win. To do this, we have to out-innovate and out-execute. We have to search every day for the innovations that can make our vision become reality.

We’re leading a transformation.
We need people who can help with our new direction, point us to powerful technologies, and embrace disruptive innovation. It’ll take all of us working together to make this transformation happen, and we couldn’t be more excited.

This is the future we’re here to build: A company of significance that makes it possible for millions of Americans to retire well.

To our future employees: We can’t wait to have you aboard. To our past employees: Thank you for your feedback. We’re listening.


Larry Raffone

President & CEO

Edelman Financial Engines Reviews

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Edelman Financial Engines President & CEO Larry M. Raffone
Larry M. Raffone
83 Ratings
  • "Better and Better!"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Director
    Current Employee - Director
    Positive Outlook
    Approves of CEO

    I have been working at Edelman Financial Engines full-time


    Amazing culture, a bright future ahead with a solid trajectory for continued growth


    Been a lot of change and the folks that are not embracing the future drag us down

    Advice to Management

    Weed out the naysayers.

See All 235 Reviews

Edelman Financial Engines Photos

Edelman Financial Engines photo of: Coroprate Headquarters
Edelman Financial Engines photo of: We live by our values.
Edelman Financial Engines photo of: Open office space includes relaxed meeting areas.
Edelman Financial Engines photo of: Our game room is a popular meeting place.
Edelman Financial Engines photo of: Time for a break.
Edelman Financial Engines photo of: Table or booth?</Table>
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Edelman Financial Engines Interviews



Getting an Interview

Getting an Interview





    Software Engineer Interview

    Anonymous Employee in Sunnyvale, CA
    Accepted Offer
    Positive Experience
    Easy Interview


    I applied online. The process took 1+ week. I interviewed at Edelman Financial Engines (Sunnyvale, CA) in June 2013.


    I had talked to the recruiter about a couple of different positions and ended up interviewing for Software Engineer. After just a brief non-technical talk with the Hiring Manager, I had my onsite. This consisted of 6 interviews of which half were technical and the other half were nice casual dialogues about my background and the interviewer's experience with the company. I was notified of my offer a few days after the onsite interviews.

    Interview Questions

    • Implement an LRU cache

      This is not a difficult question if you understand Linked Lists and hashing.   Answer Question


    I believe I ended up negotiating about 5-10k higher than what they wanted to offer me since I had a technical Master's degree in a field highly relevant to the company. The negotiation simply consisted of a short phone call with the head of recruiting to discuss salary expectations.

See All 87 Interviews

Edelman Financial Engines Awards & Accolades

  • #1 Independent Financial Advisors, Barron's, 2018
  • Top US Registered Investment Advisors, Financial Times, 2018
  • Largest Independent Registered Investment Advisor, Investment News, 2018
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