Edelman Financial Engines

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With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning guidance, we can help get you there. The Edelman Financial Engines office in Walnut Creek serves the East Bay, including the areas of Pleasanton, Livermore, Fremont and Oakland. Call us to schedule a meeting with a financial planner to get started. EFE may request that clients share their experiences.