Edelman Financial Engines (EFE), an independent wealth planning and workplace investment advisory firm, has announced the appointment of Ralph Haberli as president, effective July 2, 2025. He will report directly to CEO Jay Shah.
Haberli brings a track record of building partnerships across the wealth planning landscape. He also has a unique understanding of how RIAs operate, grow and serve the needs of their planners and their clients.
In his new role, Haberli will lead EFE’s workplace, employee planning and wealth planning businesses. He will focus on enhancing the firm’s workplace offering, expanding adviser capabilities and strengthening its national footprint.
Haberli most recently served as president of the institutional and retirement client group at Capital Group, where he led a period of significant growth to bring the firm to a broader set of clients with an expanded set of capabilities and solutions. Prior to that, he held senior roles at BlackRoc
