Phillip Weinstein Email

Sr VP, Financial Planning . Financial Engines

Current Roles

Employees:
240
Revenue:
$33.5M
About
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.\n\nFor more information, please visit www.financialengines.com.\nAll advisory services provided by Financial Engines Advisors L.L.C. Financial Engines does not guarantee future results.\n\n*For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).
Financial Engines Address
1050 Enterprise Way, 3rd Floor
Sunnyvale, CA
United States
Financial Engines Email

Past Companies

Financial EnginesSr Vice President, Financial Planning
University Federal Credit UnionSr Manager Investments, Registered Representative
Charles SchwabBranch Manager

#1 Startup Dataset

Growth rates, revenue data, direct competitors and contact details.