Financial Advisor in Anaheim
 
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Financial Advisors in Anaheim, California

Map Out Your Financial Future

Edelman Financial Engines is America's largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services in the Anaheim area.

Talk with a Financial Advisor in Anaheim

Get to know us

Edelman Financial Engines' comprehensive approach to planning and use of proprietary technology can help you and your family achieve your financial goals, including:

  • Planning your retirement
  • Managing your investments
  • Planning your estate and leaving a legacy for your heirs
  • Managing your personal finances
  • Preparing for life events (births, marriage, education funding, job loss, etc.)
  • Reviewing your insurance coverage to ensure you and your loved ones are protected
  • Evaluating employer benefits and career planning

Fiduciary Plus

When it comes to our clients, we're "all-in." We actively seek ways to make our clients' lives better, whether it's working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It's a commitment we've made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team

Brad Maurer

Director, Financial Planning

CIMA®

See Profile >

Corey Fast

Director, Financial Planning

CFP®

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Edward Casasola

Director, Financial Planning

See Profile >

Address

2400 E. Katella Ave.

Suite 410

Anaheim, CA 92806

Phone Number

(714) 464-1512

Talk to us

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