Welcome to Waddell & Reed and the offices serving the SoCal / Las Vegas areas.

Our team of financial advisors is committed to being there for every step of our clients’ financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community.

 

Newsletters

  • No Shortage of Liability Risks

    Liability insurance can help offset unforeseen legal costs that could consume a business's profits.

  • Insuring Your College Student

    Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

  • Going Public

    A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.