Brad

Maurer

CIMA®

picture of a planner

Here to act in your best interests

About me

I’m passionate about working with families and developing strategies that can help them achieve their financial and retirement goals. I enjoy spending my spare time with my wife and our two dogs. We are avid travelers and enjoy seeing new places and learning more about their history and culture.

Certifications

Certified Investment Management Analyst®

Education

Bachelor of Science, Business Administration - Shippensburg University of Pennsylvania

Visit one of our Locations

Los Angeles II - El Segundo

1960 E Grand Avenue

Suite 710

El Segundo, CA 90245

Los Angeles IV - Anaheim

2400 E. Katella Avenue

Suite 410

Anaheim, CA 92806

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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