Erman Retirement Advisory Email Format
Financial ServicesCalifornia, United States2-10 Employees
Erman Retirement Advisory is a small financial services firm based in Seal Beach, California, focused on retirement planning and related life guidance. It pursues a partnership-based approach with clients and offers customized financial planning to support personal, financial, and retirement goals. The firm provides securities and advisory services through Cetera Advisor Networks LLC, with some advisory offerings also conducted directly by Erman Retirement Advisory. In December 2022, the firm was acquired by Edelman Financial Engines, a move that places ERA within a larger independent wealth management organization. The company remains positioned in the financial services sector, serving individuals seeking retirement-focused planning.