One Wealth Partners Financial & Insurance Solutions Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
One Wealth Partners Financial & Insurance Solutions is a Santa Monica-based financial services firm that provides securities and investment advisory services through registered representatives of MML Investors Services, LLC. The firm grew from individual practices that prioritized consistent client service and disciplined planning, and was formed by founders Steve and Ed to pool their strengths into a collaborative advisory team. It works with other professionals to tailor solutions for families, employees, and businesses as circumstances evolve. Its target clients include individuals, families, and business owners seeking long-term guidance to meet goals such as legacy creation and financial security. Securities and investment advisory services operate under the supervision of MML Investors Services; the firm is not a subsidiary or affiliate of MML Investors Services, and the supervisory address is Newport Beach, California.