Joe Dinan, Cfa, Caia
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Joe Dinan, Cfa, Caia Email & Phone Number

Prinicipal, Portfolio Management at Edelman Financial Engines ♦ 17+ years of data-focused financial services/RIA experience for major retirement funds and Fortune 500s at Edelman Financial Engines
Location: San Francisco, California, United States 3 work roles 4 schools
1 work email found @financialengines.com 3 phones found area 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@financialengines.com
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Prinicipal, Portfolio Management at Edelman Financial Engines ♦ 17+ years of data-focused financial services/RIA experience for major retirement funds and Fortune 500s
Location
San Francisco, California, United States
Company size
1029 employees

Who is Joe Dinan, Cfa, Caia? Overview

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Quick answer

Joe Dinan, Cfa, Caia is listed as Prinicipal, Portfolio Management at Edelman Financial Engines ♦ 17+ years of data-focused financial services/RIA experience for major retirement funds and Fortune 500s at Edelman Financial Engines, a with 1029 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at financialengines.com, phone signal with area code 408, and a matched LinkedIn profile for Joe Dinan, Cfa, Caia.

Joe Dinan, Cfa, Caia previously worked as Principal, Portfolio Management at Edelman Financial Engines and Senior Portfolio Manager at Financial Engines. Joe Dinan, Cfa, Caia holds Master'S Degree, Education Policy from The University Of Texas At Austin.

Company email context

Email format at Edelman Financial Engines

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*@financialengines.com
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AeroLeads found 1 current-domain work email signal for Joe Dinan, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Joe Dinan, Cfa, Caia

Joe Dinan, Cfa, Caia is a Prinicipal, Portfolio Management at Edelman Financial Engines ♦ 17+ years of data-focused financial services/RIA experience for major retirement funds and Fortune 500s at Edelman Financial Engines. He possess expertise in asset allocation, investments, alternative investments, equities, investment advisory and 14 more skills.

Listed skills include Asset Allocation, Investments, Alternative Investments, Equities, and 15 others.

Current workplace

Joe Dinan, Cfa, Caia's current company

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Edelman Financial Engines
Edelman Financial Engines
Prinicipal, Portfolio Management at Edelman Financial Engines ♦ 17+ years of data-focused financial services/RIA experience for major retirement funds and Fortune 500s
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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3 roles

Joe Dinan, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Principal, Portfolio Management

Current
Edelman Financial Engines

Santa Clara, California, United States

Jan 2020 - Present
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

RT Ravi Teja Boddu Ravi Teja Boddu Colleague at Edelman Financial EnginesSanta Clara, California, United States View → DH Dale Hansen, Cfp® Cmfc® Crpc® Dale Hansen, Cfp® Cmfc® Crpc® Colleague at Edelman Financial EnginesBirmingham, Alabama, United States View → CL Cheryl Langston Cfp Cheryl Langston Cfp Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States View → AM Alex Moore Alex Moore Colleague at Edelman Financial EnginesChicago, Illinois, United States View → RF Robert Fenno Robert Fenno Colleague at Edelman Financial EnginesSpring, Texas, United States View → BK Bobby K. Bobby K. Colleague at Edelman Financial EnginesSpringdale, Pennsylvania, United States View → J( James (Jamie) Cook James (Jamie) Cook Colleague at Edelman Financial EnginesGreater Phoenix Area, United States View → JM Jonathan Madson Jonathan Madson Colleague at Edelman Financial EnginesPeoria, Arizona, United States View → LE Lisa Egan Lisa Egan Colleague at Edelman Financial EnginesFulton, Maryland, United States View → PH Patricia Hamlin Patricia Hamlin Colleague at Edelman Financial EnginesSan Diego, California, United States View →
4 education records

Joe Dinan, Cfa, Caia education

Master'S Degree, Education Policy

The University Of Texas At Austin

Activities and Societies: Henderson Scholar, Kappa Delta Pi Honor Society, Phi Lamda Theta Honor Society,

Bachelor Of Arts (B.A.), Philosophy

University Of Maine

Activities and Societies: Phi Beta Kappa Honor Society, Phi Kappa Phi Honor Society, Sigma Tau Delta Honor Society, Phi Alpha Theta Honor.

Education record

Greeley High School
FAQ

Frequently asked questions about Joe Dinan, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Joe Dinan, Cfa, Caia work for?

Joe Dinan, Cfa, Caia works for Edelman Financial Engines.

What is Joe Dinan, Cfa, Caia's role at Edelman Financial Engines?

Joe Dinan, Cfa, Caia is listed as Prinicipal, Portfolio Management at Edelman Financial Engines ♦ 17+ years of data-focused financial services/RIA experience for major retirement funds and Fortune 500s at Edelman Financial Engines.

What is Joe Dinan, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @financialengines.com for Joe Dinan, Cfa, Caia at Edelman Financial Engines.

What is Joe Dinan, Cfa, Caia's phone number?

AeroLeads has found 3 phone signal(s) with area code 408 for Joe Dinan, Cfa, Caia at Edelman Financial Engines.

Where is Joe Dinan, Cfa, Caia based?

Joe Dinan, Cfa, Caia is based in San Francisco, California, United States while working with Edelman Financial Engines.

What companies has Joe Dinan, Cfa, Caia worked for?

Joe Dinan, Cfa, Caia has worked for Edelman Financial Engines, Financial Engines, and Thornburg Investment Management.

Who are Joe Dinan, Cfa, Caia's colleagues at Edelman Financial Engines?

Joe Dinan, Cfa, Caia's colleagues at Edelman Financial Engines include Ravi Teja Boddu, Dale Hansen, Cfp® Cmfc® Crpc®, Cheryl Langston Cfp, Alex Moore, and Robert Fenno.

How can I contact Joe Dinan, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Joe Dinan, Cfa, Caia at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Joe Dinan, Cfa, Caia attend?

Joe Dinan, Cfa, Caia holds Master'S Degree, Education Policy from The University Of Texas At Austin.

What skills is Joe Dinan, Cfa, Caia known for?

Joe Dinan, Cfa, Caia is listed with skills including Asset Allocation, Investments, Alternative Investments, Equities, Investment Advisory, Financial Analysis, Mutual Funds, and Hedge Funds.

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