EFC Wealth Management Firm

www.efcwealthmanagement.com

EFC Wealth Management & their ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐€๐ซ๐œ๐ก๐ข๐ญ๐ž๐œ๐ญ๐ฌ work with their clients to ๐“ญ๐“ฎ๐“ผ๐“ฒ๐“ฐ๐“ท the ๐‘ญ๐’Š๐’๐’‚๐’๐’„๐’Š๐’‚๐’ ๐‘ฉ๐’๐’–๐’†๐’‘๐’“๐’Š๐’๐’• that bridges one from the workforce into their desired retirement. The team at EFC ๐’”๐’‘๐’†๐’„๐’Š๐’‚๐’๐’Š๐’›๐’†๐’” ๐’Š๐’ ๐Ÿ’ ๐’Ž๐’‚๐’Š๐’ ๐’‚๐’“๐’†๐’‚๐’”. 1๏ธโƒฃ ๐‚๐จ๐ซ๐ฉ๐จ๐ซ๐š๐ญ๐ž ๐„๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž๐ฌ: 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. 2๏ธโƒฃ ๐†๐จ๐ฏ๐ž๐ซ๐ง๐ฆ๐ž๐ง๐ญ ๐„๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž๐ฌ: 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. 3๏ธโƒฃ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐Ž๐ฐ๐ง๐ž๐ซ๐ฌ: Working to structure and create the right retirement plan for both employers and their employees. 4๏ธโƒฃ ๐–๐จ๐ฆ๐ž๐ง ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ: 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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EFC Wealth Management & their ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐€๐ซ๐œ๐ก๐ข๐ญ๐ž๐œ๐ญ๐ฌ work with their clients to ๐“ญ๐“ฎ๐“ผ๐“ฒ๐“ฐ๐“ท the ๐‘ญ๐’Š๐’๐’‚๐’๐’„๐’Š๐’‚๐’ ๐‘ฉ๐’๐’–๐’†๐’‘๐’“๐’Š๐’๐’• that bridges one from the workforce into their desired retirement. The team at EFC ๐’”๐’‘๐’†๐’„๐’Š๐’‚๐’๐’Š๐’›๐’†๐’” ๐’Š๐’ ๐Ÿ’ ๐’Ž๐’‚๐’Š๐’ ๐’‚๐’“๐’†๐’‚๐’”. 1๏ธโƒฃ ๐‚๐จ๐ซ๐ฉ๐จ๐ซ๐š๐ญ๐ž ๐„๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž๐ฌ: 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. 2๏ธโƒฃ ๐†๐จ๐ฏ๐ž๐ซ๐ง๐ฆ๐ž๐ง๐ญ ๐„๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž๐ฌ: 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. 3๏ธโƒฃ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐Ž๐ฐ๐ง๐ž๐ซ๐ฌ: Working to structure and create the right retirement plan for both employers and their employees. 4๏ธโƒฃ ๐–๐จ๐ฆ๐ž๐ง ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ: 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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Country

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State

California

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City (Headquarters)

Los Angeles

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Industry

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Employees

1-10

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Founded

2003

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Managing Partner / Financial Advisor

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  • Tax Director at Wealth Management Firm

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  • Senior Wealth Advisor

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  • Hnwis Consultancy / Brokering / Principle Advisor

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