Oriana Lucia Bonsembiante

Finance BBA - University of Miami

Role: Inbound Investment Advisor at Edelman Financial Engines
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Oriana Lucia Bonsembiante

I graduated from the University of Miami with a BBA in Finance in May 2025. I am currently an Inbound Investment Advisor at Edelman Financial Engines, where I work directly with clients to provide personalized investment guidance and support long-term financial planning.My experience includes analyzing client financial situations, reviewing investment portfolios, and helping individuals make informed decisions around retirement, asset allocation, and overall wealth strategy.I’m passionate about financial markets, continuous learning, and delivering thoughtful, client-centered solutions that create real impact.

Experience

Inbound Investment Advisor
Edelman Financial Engines
Feb 2026 — Present

Education

University of Miami Herbert Business School
Bachelor of Business Administration - BBA, Finance
St. Pius X High School
High School Diploma
University of Miami
Bachelor of Business Administration - BBA, Finance

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 Oriana Lucia Bonsembiante

Experience

Inbound Investment Advisor

Education

University of Miami Herbert Business School

St. Pius X High School

University of Miami

Find verified contacts for anyone on LinkedIn