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Daniela Karina Erman

Edelman Financial Engines

Seal Beach, CA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-22
CA RA APPROVED 2026-01-02
  • TX RA
    APPROVED_RES
    Since 2026-01-22
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

3020 Old Ranch Parkway Suite 100, Seal Beach, CA 90740 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Engines Advisors L.L.C. Santa Clara CA 12/2022 Present
The Derm Institute Redondo Beach CA 04/2014 03/2020
Unemployed Bellflower CA 03/2020 05/2020
Erman Retirement Advisory Seal Beach CA 05/2020 12/2022
  • 12/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 04/2014 → 03/2020
    The Derm Institute
    Redondo Beach, CA
  • 03/2020 → 05/2020
    Unemployed
    Bellflower, CA
  • 05/2020 → 12/2022
    Erman Retirement Advisory
    Seal Beach, CA
Other Businesses

1) Jewish Long Beach; INVESTMENT RELATED: No; ADDRESS: 3801 East Willow Street, Long Beach, CA 90815; NATURE: This is a non-profit community organization that has a goal to preserve Jewish life and strengthen Jewish advocacy.; POSITION: Appointed board member; START DATE: 02/01/2024; NUMBER OF HOURS/MONTH: 04 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: This is a volunteer position and I do not have any specific duties or powers. I am to volunteer on several committees with goals to increase Jewish education programs, increase volunteering in the community, increase participation at our Jewish Community Center in education programs for adults and children.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
  • S65 Uniform Investment Adviser Law Examination
    2023-06-05
Other Names
  • Daniela Karina Villegas

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