Edelman Financial Engines Taps Ralph Haberli as President 

Edelman Financial Engines (EFE), a wealth and workplace advisory firm overseeing more than $287 billion in client assets, has appointed Ralph Haberli as President, effective July 2, 2025. Haberli will report directly to CEO Jay Shah. 

With nearly two decades of experience in the retirement and institutional services sector, Haberli joins from Capital Group, where he served as President of the Institutional & Retirement Client Group. He previously held key roles at BlackRock—head of U.S. Defined Contribution Distribution and COO of its global client division—and led Asia-Pacific strategy at iShares following a tenure at Boston Consulting Group. 

Shah praised Haberli’s appointment: “Ralph is a rare talent with deep knowledge of both workplace and wealth planning. As we enter our next phase of growth, his leadership will be key to delivering even greater value to our clients, partners, and planners.”  

Haberli will focus on expanding EFE’s advisor capabilities, strengthening the workplace offering, and scaling the firm’s national footprint. He succeeds the firm’s first president since Larry Raffone—who transitioned out of that role in 2023. 

Haberli commented: “Edelman Financial Engines set the bar for integrity, innovation, and impact as pioneers in financial planning. I’m excited to join this exceptional team and help shape the financial outcomes of millions of Americans.”