Edelman Financial Engines (EFE) has announced a series of senior leadership appointments across its corporate and wealth planning organizations, reinforcing the firm’s continued momentum and long-term commitment to building the premier destination for financial planners and the clients they serve.
This expanded leadership bench reflects EFE’s accelerated investment in the people and infrastructure required to scale personalized, fiduciary financial planning as demand for trusted financial advice continues to rise.
Steve Gaven will join the EFE executive team as chief financial officer, effective June 1, bringing more than 25 years of leadership experience across wealth management and financial services. Throughout his career, he has helped lead organizations through periods of expansion and transformation, including senior leadership roles at both public and privately backed firms. Most recently, Gaven served as chief growth officer at SageView Advisory, where he d
