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EFC Wealth Management Firm, LLC (RIA) Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

EFC Wealth Management Firm, LLC is a financial services firm that shapes a financial blueprint intended to bridge clients from the workforce into retirement. It focuses on four client segmentsโ€”corporate employees, government employees, business owners, and women investors. The firm designs and implements retirement portfolios and coordinates government benefits within a comprehensive retirement plan to support clients' desired lifestyles.

The firm is based in Los Angeles, California, and comprises a small team. Investment advisory services are provided through EFC Wealth Management Firm, LLC as a registered investment advisor, while insurance products are offered through affiliated agencies. It does not provide tax or legal advice and is not affiliated with the U.S. government; it also holds BBB accreditation.

Find EFC Wealth Management Firm, LLC (RIA) employees' phone numbers or email addresses

EFC Wealth Management Firm, LLC (RIA) Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Asia
1

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  • India
    1

EFC Wealth Management Firm, LLC (RIA)'s Leadership

  • Stylized image of a person
    S. M.
    Director Of Operations
    Mobile Phone
  • Stylized image of a person
    S. J.
    Director Of Operations / Financial Professional
    Mobile Phone

EFC Wealth Management Firm, LLC (RIA) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from EFC Wealth Management Firm, LLC (RIA)

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. M.
    Director Of Operations
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    S. J.
    Director Of Operations / Financial Professional
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is EFC Wealth Management Firm, LLC (RIA) known for?

Minus sign iconPlus sign iconEFC Wealth Management Firm, LLC (RIA) was founded in 2021 operates in the Financial Services industry. Explore EFC Wealth Management Firm, LLC (RIA)'s company overview page for more information.

What is EFC Wealth Management Firm, LLC (RIA)'s most common email format?

Minus sign iconPlus sign iconEFC Wealth Management Firm, LLC (RIA) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EFC Wealth Management Firm, LLC (RIA) email formats with LeadIQ.

How many employees does EFC Wealth Management Firm, LLC (RIA) have currently?

Minus sign iconPlus sign iconEFC Wealth Management Firm, LLC (RIA) has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are EFC Wealth Management Firm, LLC (RIA)'s key employees and leadership?

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As of August 2026, EFC Wealth Management Firm, LLC (RIA)'s key employees include:

  • Director Of Operations: S. M.
  • Director Of Operations / Financial Professional: S. J.

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