Mobile Phone: 818.439.2766
As a Financial Advisor, Maurice believes one of the most important aspects of being a retirement investment advisor is that you understand how your retirement assets are being invested. Maurice will guide you through the process of making prudent financial and investment decisions to preserve the assets you’ve worked a lifetime to accumulate. He begins by listening carefully, to gain an in-depth understanding of your current situation, lifestyle, and goals, and discussing the challenges that could adversely affect your retirement lifestyle. He will work with you to help create a plan for retirement income that helps meet your retirement needs. Taking every aspect of your life into consideration, Maurice will ask the right questions, and listen intently to your answers, in a relaxed, step-by-step meeting process. This ensures your specific dreams, goals, and concerns are understood, and will help to provide the template for your personalized retirement plan.
Over the years, Maurice has held several positions in upper management with some of the financial industry’s top companies but his heart has always been, and still is, working directly with his client’s and the public.
In addition to providing retirement and investment advice, Maurice caters to the needs of families, individuals and business owners. He specializes in the areas of Tax-Favored Retirement Planning, Wealth Accumulation, Life Insurance Planning, Long Term Care Planning and Individual Investments for Retirement.
Maurice Gelfo has been a Financial Professional for over 20 years, and is a member of FMS Financial Partners, Inc., in Encino, California. He is a member of Financial Services Institute, and is an Investment Advisor Representative. Maurice holds a FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law Examination).
Maurice, a proud U.S. Navy Veteran, has been married to his wife Lauree since 1980. Together they have one married daughter. They are San Fernando Valley natives.