Financial Advisors in Anaheim, CA

Helping you elevate your financial potential

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2400 E. Katella Avenue

Suite 910

Anaheim, CA 92806

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THE Anaheim, ca TEAM

  • Brad Maurer

    Director, Financial Planning

    Anaheim, El Segundo

    Brad Maurer

  • Corey Fast

    Executive Director, Financial Planning

    Anaheim, Costa Mesa

    Corey Fast

  • Jaci Iannello

    Director, Financial Planning

    Anaheim, Costa Mesa, Seal Beach, Woodland Hills

    Jaci Iannello

  • Will Logan

    Director, Financial Planning

    Anaheim

    Will Logan

 

 

 

 

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Working with us in Anaheim, CA

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. Located right next to Angel Stadium, the Edelman Financial Engines office in Anaheim is here for you, serving Anaheim, Orange and the surrounding areas. 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.

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