Brad
Maurer
CIMA®
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, Shippensburg University of Pennsylvania
Visit one of our Locations
Los Angeles IV - Anaheim
2400 E. Katella Avenue
Suite 410
Anaheim, CA 92806
Los Angeles II - El Segundo
1960 E Grand Avenue
Suite 710
El Segundo, CA 90245
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.
