EFC Wealth Management Firm, LLC (RIA) Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

EFC Wealth Management & their 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐬 work with their clients to 𝓭𝓮𝓼𝓲𝓰𝓷 the 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑩𝒍𝒖𝒆𝒑𝒓𝒊𝒏𝒕 that bridges one from the workforce into their desired retirement.  

The team at EFC 𝒔𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒛𝒆𝒔 𝒊𝒏 𝟒 𝒎𝒂𝒊𝒏 𝒂𝒓𝒆𝒂𝒔.

1️⃣  𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬:  Assisting with the transition from work into retirement by focusing on designing and implementing the right retirement portfolio to help clients maintain their desired lifestyle. 

2️⃣  𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬:  Helping both state and federal employees to get the most out of their government benefits, and coordinating these benefits with a comprehensive financial plan for retirement.

3️⃣  𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬:  Working to structure and create the right retirement plan for both employers and their employees. 

4️⃣  𝐖𝐨𝐦𝐞𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬:  We pride ourselves on helping women take charge of their financial independence. We become the partner they deserve and desire, educating them through our financial workshops and webinars so that they may feel more confident about their future, and can become empowered to make more informed financial decisions.  

EFC Wealth Management Firm is a BBB accredited business. 

We are a financial services firm that utilizes insurance and investment products and does not offer tax or legal advice. Our firm is not affiliated with the US Government or any governmental agency.

Investment advisory services offered only by duly registered individuals through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957

Additional information on our firm can be found: 
Company Website:  www.efcwealthmanagement.com
IAPD:  https://adviserinfo.sec.gov/firm/summary/312671

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