Brad Maurer

Director, Financial Planning

Role: Senior Vice President - Financial Planning at Edelman Financial Engines
Location: Anaheim, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Vice President - Financial Planning
Edelman Financial Engines
Nov 2017 — Present · Anaheim, CA, US

Skills

Asset Allocation
Teamwork
Mutual Funds
Financial Advisory
Asset Management
Retail Sales
Etfs
Business Development
Wealth Management
Marketing Communications
Practice Management
Sales Process
Series 65
Securities
Investment Advisory
Investment Strategies
Alternative Investments
Separately Managed Accounts
Salesforce.com
Business Planning
Sales Presentations
Series 7
Series 63
Investments

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
b••••••••@edelmanfinancialengines.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••91

Unlock verified contacts

Free to start · No credit card required

Current company

Edelman Financial Engines

Financial Services · 1.6K employees · Founded 1987 · Santa Clara, California, United States

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

edelmanfinancialengines.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Senior Vice President - Financial Planning

Skills

Find verified contacts for anyone on LinkedIn