MassMutual financial professional.

Edward "Ed" Motleyemail

Sagient - Edward T. Motley

13305 Penn Street, Suite 130
Whittier, CA 90602

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  • Professional Story

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Education

    United States Military Academy at West Point (1982-1986)
    The American College (2005-2007)

    Hobbies

    Chess
    The Outdoors

    Affiliations & Memberships

    Member of the Society of Financial Service Professionals

  • Languages:
    • English

  • Credentials:
    • ChFC®
    • CLU®
    • BFA

  • Specialties:
    • Insurance Strategies
    • Risk Management Strategies
    • Estate Planning
    • Retirement Income Planning
    • Business Owners
    • Charitable Giving
    • Financial Education
    • College Funding Strategies
    • LGBTQ
    • Group Benefits
    • Investment Strategies

Check the background of this investment professional on FINRA's BrokerCheck

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