Ryan P. Becerra

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 06/2022 → 05/2026
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 07/2021 → 06/2022
  Rae Complete Technical Systems Inc
  Mesa, AZ
• 04/2020 → 06/2021
  Unemployed
  Unemployed, AZ
• 09/2017 → 03/2020
  Ziprecruiter Inc
  Tempe, AZ
• 01/2017 → 08/2017
  Rae Complete Technical Systems Inc
  Mesa, AZ
• 08/2015 → 01/2017
  Swiftpage
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-25