He'e Nalu Investing

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Woodland Hills is here for you, serving Los Angeles and Ventura counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Trust, communication, and an expertise in fixed income investments, allow me to provide customized solutions and generate success for my clients even in difficult economic environments.

We are committed to both providing you with comprehensive financial advice and personal and customized solutions for your financial goals and with guiding you through both ordinary and unforeseen events of life.