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Santa Clara, CA – June 9, 2025 – (EFE), the nation’s leading independent wealth planning¹ and workplace² investment advisory firm, today announced the appointment of Ralph Haberli as President, effective July 2, 2025. He will report directly to CEO Jay Shah.

Haberli brings expertise in the workplace ecosystem and a strong track record of building partnerships across the wealth planning landscape. He also has a unique understanding of how RIAs operate, grow and serve the needs of their planners and, most importantly, their clients.

“For nearly forty years, �������� Engines has guided millions of people with the financial advice they need to thrive,” said Shah. “Ralph is a rare talent with deep knowledge and insight 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. We’re thrilled to welcome him aboard.”

In his new role, Haberli will lead EFE’s workplace, employee planning, and wealth planning businesses. He will focus on enhancing the firm’s workplace offering, expanding advisor capabilities, and strengthening its national footprint. His extensive background in retirement—including working with recordkeepers, plan sponsors, advisers and consultants—will be especially valuable to the more than 600 large employers and 10 million employees EFE serves.

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

Haberli most recently served as President of the Institutional & Retirement Client Group at Capital Group, where he led a period of significant growth to bring the firm to a broader set of clients with an expanded set of capabilities and solutions. Prior to that, he held senior roles at BlackRock, including Head of U.S. Defined Contribution Distribution and COO of the Global Client Group. He also led strategy for Asia-Pacific iShares and began his career at Boston Consulting Group advising top financial institutions.

He holds an MBA from Northwestern University’s Kellogg School of Management and a B.A. in History from Yale University.

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Media Contact
�������� Engines
PRTeam@EdelmanFinancialEngines.com

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About �������� Engines

Since 1986, �������� Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's¹ with 144+ offices across the country and entrusted by 1.3 million clients to manage more than $287 billion in assets.³ Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows �������� Engines to deliver the personal plan and financial confidence that everyone deserves.

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1.��The ���������Dz�’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to EFE as the top mega RIA.

2.��According to the Cerulli Associates Top Nine Managed Account Sponsors by DC Assets survey of Defined Contribution managed account providers, The Cerulli Edge – U.S. Retirement Edition, 1Q 2025, Issue #74, �������� Engines is the largest managed account provider by DC assets and market share as of Dec. 31, 2024.

3. �������� Engines data, as of March 31, 2025.