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Aritra Bera

Edelman Financial Engines

Folsom, CA

CRD 8248974

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Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-01
TX RA APPROVED 2026-05-01
  • CA RA
    APPROVED
    Since 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

Folsom, CA • 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
Edelman Financial Engines Santa Clara CA 04/2026 Present
Californians For All College Corps San Jose CA 08/2023 05/2024
Catalyst Kids San Jose CA 10/2024 04/2026
Banker's Life Pleasanton CA 06/2024 08/2024
San Jose State University San Jose CA 08/2021 05/2025
Folsom High School Folsom CA 08/2018 08/2021
Sutter Middle School Folsom CA 01/2016 08/2018
  • 04/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 08/2023 → 05/2024
    Californians For All College Corps
    San Jose, CA
  • 10/2024 → 04/2026
    Catalyst Kids
    San Jose, CA
  • 06/2024 → 08/2024
    Banker's Life
    Pleasanton, CA
  • 08/2021 → 05/2025
    San Jose State University
    San Jose, CA
  • 08/2018 → 08/2021
    Folsom High School
    Folsom, CA
  • 01/2016 → 08/2018
    Sutter Middle School
    Folsom, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-06
  • S65 Uniform Investment Adviser Law Examination
    2026-04-06

View on SEC IAPD

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