Eddie Lee - Edelman Financial Engines
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 3945 Freedom Cir Suite 450, Santa Clara, CA 95054
- Phone
- (408) 516-2489
- Website
- edelmanfinancialengines.com
- County
- Santa Clara County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Santa Clara, Eddie Lee - Edelman Financial Engines provides personal financial planning and investment advisory services for individuals and families across Santa Clara County and the South Bay. Clients work with Eddie on everything from long-term investment strategy to retirement planning and the transition from a steady paycheck to financial independence.
Our approach is clear and consistent: we take the time to understand each client's goals, explain the options in plain terms, and keep you informed at every step. Many of our clients have walked us through major life changes, including selling a business, retiring, and downsizing a home, and we value being a steady, trusted presence through decisions like these.
We aim to manage your assets with both growth and tax efficiency in mind, and we are responsive whenever questions come up.
Book a consultation through our website to start a conversation about your financial plan.
Our approach is clear and consistent: we take the time to understand each client's goals, explain the options in plain terms, and keep you informed at every step. Many of our clients have walked us through major life changes, including selling a business, retiring, and downsizing a home, and we value being a steady, trusted presence through decisions like these.
We aim to manage your assets with both growth and tax efficiency in mind, and we are responsive whenever questions come up.
Book a consultation through our website to start a conversation about your financial plan.