Haley Stinson

Financial Planner | Focusing on Building Generational Wealth and implementing Complex Estate Planning needs

Role: Director of Financial Planning at Edelman Financial Engines
Location: Vancouver, WA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Haley Stinson

I am a financial advisor who serves the serious long-term investor.+ I can help…

Experience

Director of Financial Planning
Edelman Financial Engines
Oct 2022 — Present · Portland, OR, US

Education

University of Oregon
Bachelor of Arts (BA)
2009 — 2013
University of Oregon
Bachelor of Arts (BA)
2009 — 2013
University of California, Berkeley
CERTIFIED FINANCIAL PLANNER™ Certification
2021 — 2022

Contact information

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Work email
•••••@edelmanfinancialengines.com
Personal email
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Current company

Edelman Financial Engines

Financial Services · 1.6K employees · Founded 1987 · Santa Clara, California, United States

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

edelmanfinancialengines.com

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About Haley Stinson

Experience

Director of Financial Planning

Education

University of Oregon

University of Oregon

University of California, Berkeley

Find verified contacts for anyone on LinkedIn