We build lifelong relationships with our clients. Since early 1996, it has been our founder’s mission to provide exceptional service with a personalized touch. With EFC, you won’t be just a number; you will be a member of the EFC Family. We pride ourselves on listening to understand your deepest needs and concerns so that we can help you navigate the complicated world of retirement planning.
Our Story
In 2003, Delilah and I started our own Financial Planning and Wealth Management Firm. We quickly grew to an office with over 30 full- and part-time reps, offering a diversified product line that included financial services as well as mortgage lending and real estate sales. We became one of the premier subprime lending institutions in Southern California. Then, the housing crisis of 2008 changed everything. Looking back, I can see that that moment was when I stopped being just an entrepreneur and started becoming a real financial advisor. The lending crisis that crippled our economy forced us to change our approach. Whereas before we focused on growing the biggest boutique firm in southern California, after 2008, we focused on our helping our clients weather the storm. We became singularly focused on financial planning and stopped being distracted by the other ancillary businesses. We became skillful at creating financial planning strategies that work in any economy.
