As an Independent Financial Advisor located in Orange County CA, our focus is on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning. Our mission is to offer counsel and guidance to our clients using the highest standards of ethics, and assisting individuals, families, and business owners in accumulating, preserving, and passing on their wealth beyond expectations.
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We are an Independent financial planning fim that takes a holistic approach to managing your financial future.
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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As a fee-only Registered Investment Advisor (RIA), we are dedicated to providing personalized financial planning and investment management services that align with your life and goals. We follow the CFP® Board's 7-Step Financial Planning Process with every new client, providing a clear foundation for the steps we’ll take together throughout your planning experience.
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