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Brad Maurer

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.


Certified Investment Management Analyst®


Bachelor of Science, Shippensburg University of Pennsylvania

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Visit one of our Locations

Los Angeles II - Torrance

21515 Hawthorne Blvd
Suite 580
Torrance, CA 90503

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Los Angeles IV - Anaheim

2400 E. Katella Avenue
Suite 410
Anaheim, CA 92806

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning