Maurice Gelfo

Financial Advisor

For over 20 years, Maurice Gelfo has been helping everyday people personalize their financial strategy, by showing how retirement planning, insurance and wealth management can work to their benefit.

He believes one of the most important aspects of planning your financial future is fully understanding how your savings and retirement assets are being invested, including protecting your assets from stock market downturns, inflation and unnecessary fees, as well as protecting your income for loved ones in the event of premature death.

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 that helps meet your financial, savings and 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 clients 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 is the President and CEO of the Law Enforcement Group, a boutique financial services firm catering to the unique needs and lifestyle of law enforcement and first responders nationwide. Maurice 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. They live in the suburbs of Los Angeles.

Phone 818-439-2766
Fax 818-224-7106
Mobile Phone 818-439-2766