Anaheim, CA Office

Jaci Iannello is a CFP® professional with 10 years of industry experience, currently advising at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., SA Stone Investment Advisors Inc., Quest Capital Strategies, Inc., and Seeman Holtz. She serves as a Member at Large on the homeowners association board for Village Townhomes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process and combines planner delivery with online tools, offering a range of discretionary and non-discretionary investment solutions.

Steven Delpino is a financial advisor at Edelman Financial Engines in Anaheim, CA, holding Series 65 and Series 63 licenses with three years of industry experience. His work history includes roles at Edelman Financial Engines and The Vanguard Group, as well as a brief period at Lyft, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process paired with planner delivery and online tools, offering diversified portfolios, rebalancing, and a long-term investment orientation.

Sonny Licata is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has previously worked at Spinnaker Investment Group, Morgan Stanley, E*TRADE, TD Ameritrade, and Scottrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Brad Maurer is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously held roles at Bank of the West and BancWest Investment Services from 2015 to 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Corey Fast is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds a CFP® designation as well as Series 63 and 65 licenses. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm offers a mix of discretionary management and online advice, utilizing diversified model portfolios and a fiduciary approach for retirement accounts, managing substantial assets across a large client base.