Katie Creed

VP, Financial Planning at Edelman Financial Engines

Role: Financial Planner at Edelman Financial Engines
Location: San Rafael, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Katie Creed

Treating clients the way I would want my family to be treated is fundamental to how I work and how I live my life. My goal when collaborating with clients is to make sure they’re comfortable and confident with their finances. I continuously work with each person or family to help keep them moving forward to a better financial future. When I’m not working, you can find me helping my family with their farm, cooking, swimming or – best of all – spending time with my fur babies.

Experience

Financial Planner
Edelman Financial Engines
Jul 2024 — Present · San Rafael, CA, US

Education

University of Arizona
Bachelor of Business Administration - BBA, Finance
2010 — 2014

Skills

Marketing
Microsoft Office
Sales
Leadership
Competitive Analysis
Public Speaking
Financial Analysis
Microsoft Word
Research
Time Management
Teamwork
Social Networking
Customer Service
Event Planning
Social Media
Powerpoint
Microsoft Excel

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@edelmanfinancialengines.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••13

Unlock verified contacts

Free to start · No credit card required

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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Katie Creed

Experience

Financial Planner

Education

University of Arizona

Skills

Find verified contacts for anyone on LinkedIn