The Blakeley Group
47yrs
Top advisor by experience in Santa Clara
12yrs
Based in Santa Clara, California, Brian Kadan is a fiduciary financial advisor with 12 years of industry experience. Brian joined Edelman Financial Engines in 2026, after less than a year at Signator Investors. Edelman Financial Engines offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 91 advisors with offices in Santa Clara, and one of 86 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3945 Freedom Circle Suite 450, Santa Clara, CA 95054
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowEdelman Financial EnginesCurrent firm
- Jun 2015 – Sep 2015Signator Investors, Inc.Previously
Contact Brian
Local office(408) 516-2489Ask for Brian. (833) 752-6333Main office 3945 Freedom Circle Suite 450Santa Clara, CA 95054Office · Get directions X (Twitter) pageEdelman Financial Engines
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (408) 516-2489 or the Edelman Financial Engines main office at (833) 752-6333, and ask for Brian Kadan.
How long has Brian been a financial advisor?
Brian has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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