EFC Wealth Management Firm, LLC (RIA) Email Format

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 segments—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.

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