FINANCIAL PLANNERS IN El Segundo, CA

Helping you elevate your financial potential

Request an Appointment
City skyline
Close up of a handshake between client and planner
Grandpa works on a project with his grandchild

Visiting our Office

1960 E Grand Avenue

Suite 710

El Segundo, CA 90245

Driving Directions

Already work with us? Leave a review

THE El Segundo, ca TEAM

    Brad Maurer

    Director, Financial Planning

    Read Bio
    Brad Maurer

    Brendan McGillick

    Executive Director, Financial Planning

    Read Bio
    Brendan McGillick

    John Sperger

    Director, Financial Planning

    Read Bio
    John Sperger

    Ryan Cosgrove

    Director, Financial Planning

    Read Bio
    Ryan Cosgrove

    Sasha Shteyn

    Director, Financial Planning

    Read Bio
    Sasha Shteyn

    Erick Rivera

    Director, Financial Planning

    Read Bio
    Erick Rivera

Working with us in El Segundo, 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 El Segundo is here for you, serving El Segundo and the West Los Angeles area. 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.

Frequently Asked Questions

No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients. As a fiduciary, when it comes to investment advice, we’re dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by Barron’s* – awarded each September (2018-2024) by Barron’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.

 

*The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.

Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

Your wealth planning team is led by your advisor, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.

The latest insights from our experts