Rosh K. Mangalat

Director, Financial Planning at Edelman Financial Engines

Role: Director, Financial Planning at Edelman Financial Engines
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Director, Financial Planning
Edelman Financial Engines
Jan 2018 — Present · Phoenix, AZ

Education

College for Financial Planning
Master of Science, Personal Financial Planning
University of Arizona
Bachelor’s Degree, English Literature and Finance
Boston University
Financial Planning

Skills

Investments
Series 7
Retirement Planning
Investment Advisory
Wealth Management Services
Mutual Funds
Estate Planning
Portfolio Management
Financial Advisory
Financial Planning
Financial Planners
Wealth Management
Fixed Annuities
Iras
Wealth
Asset Allocation
Retirement

Contact information

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Work email
r••••••••@edelmanfinancialengines.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••41

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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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Experience

Director, Financial Planning

Education

College for Financial Planning

University of Arizona

Boston University

Skills

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