Valerie Bolch Pimenta
Svp, Client Operations at Edelman Financial Engines
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Company
Edelman Financial Engines
Location
Portland, Oregon, United States
Current Company
Sunnyvale, California
500 - 999 Employees
We put the personal in personal finance. 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 advice. In 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed. Today we’re America’s #1 independent financial advisory firm, recognized by Barron’s.* Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have over 145 planner offices nationwide, and more than 1.3 million clients** trust us to manage over $270 billion*** in assets. Learn more at www.edelmanfinancialengines.com. * The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending, and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.
Discover More About Edelman Financial EnginesWork History
Svp, Client Operations
We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in t See more
Edelman Financial Engines
Svp, Client Operations
We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed tSee more
Edelman Financial Engines
Svp, Client Operations
We put the personal in personal finance. Since 19See more
Edelman Financial Engines
Svp, Client Operations
We put the personal in personal finance. Since 1986, Edelman Financial Engines has been cSee more
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Harsha Annadurai
Head of Content
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Harsha Annadurai
Head of Content
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Harsha Annadurai
Head of Content
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Harsha Annadurai
Head of Content
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Harsha Annadurai
Head of Content
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Harsha Annadurai
Head of Content
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Harsha Annadurai
Head of Content
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