Taraneh Mozaffarian
Investment adviser representative at Edelman Financial Engines
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Edelman Financial EnginesApr 2024 to now
- Soundmark Wealth ManagementJun 2022 to Apr 2024
- Ep Wealth Advisors, LLC.Dec 2021 to May 2022
- Soundmark Wealth ManagementJul 2018 to Dec 2021
- Leaf & Company, Ps, Bellevue, WaFeb 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7027485
- Firm CRD
- 104510