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Adam Elesie, CF2

Retirement Planning
Industry
Consulting
Founded
2013
Headquarters
Long Beach, CA
About

Elesie Retirement Financial Advisors is a fiduciary financial consulting firm focused on comprehensive retirement planning and wealth management services. The company partners with clients to develop tailored strategies that integrate income planning, investment alignment, tax considerations, Social Security optimization, Medicare planning, and long-term financial goals.


The firm emphasizes a client-first philosophy, providing personalized guidance and transparent communication designed to help individuals and families navigate the complexities of retirement transitions. Elesie Retirement’s advisors collaborate with leading financial institutions to access best-in-class solutions while maintaining fiduciary commitment and independent decision-making on behalf of clients.


Elesie Retirement offers comprehensive services that encompass strategic planning, risk management, and ongoing advisory support. Its holistic approach aims to create financial clarity and confidence for clients throughout different stages of retirement preparation and execution.

Core Services
  • Retirement Strategy Design
  • Income Planning
  • Social Security Optimization
  • Tax Planning
  • Investment Alignment & Advisory
  • Medicare & Insurance Support
Category
Consulting
Hours
9:00AM-5:00PM
Verified Partner