Financial Advisors in Seal Beach, CA

Helping you elevate your financial potential

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3020 Old Ranch Parkway

Suite 100

Seal Beach, CA 90740

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THE Seal Beach, ca TEAM

  • Bryan Kiernan

    Director, Financial Planning

    Costa Mesa, Seal Beach

    Bryan Kiernan

  • Daniela Erman

    Director, Financial Planning

    Seal Beach

    Daniela Erman

  • Howard Erman

    Director, Financial Planning

    Seal Beach

    Howard Erman

  • Jaci Iannello

    Director, Financial Planning

    Anaheim, Costa Mesa, Seal Beach, Woodland Hills

    Jaci Iannello

 

 

 

 

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Working with us in Seal Beach, 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. The Edelman Financial Engines office in Seal Beach is here for you, serving the Santa Ana, Irvine and Huntington Beach 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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