Southern California Edison
We currently manage over $218 million in assets on behalf of Edison executives, employees, and their families.
An Intimate Understanding of SCE
Since 2007, we have worked closely with SCE employees and executives, offering deep expertise in 401(k) plans, health benefits, pension options, retirement planning, and advanced strategies tailored for executives. We believe a personalized financial plan is the foundation for long-term financial security—guiding every investment decision that follows.
Common questions we help address
When you work meet with our team, we help you address your most pressing financial questions.
01
Retirement Planning
Get insights on savings, the best time to retire and indicators of sufficient retirement savings.
How much should I be saving for retirement?
When’s the best time of year/month to retire?
When do I know I have enough to retire?
02
401K Savings Plan
Explore investment strategies and see how Edison's contributions can benefit your 401K.
What is the best investment strategy for my 401K Savings Plan?
How does the Personal Choice Retirement Account (PCRA) option work?
How much does Edison contribute to my 401k Savings Plan?
03
Pension
Plan
Learn how your pension plan grows and the options available for your retirement.
How does my pension grow?
Should I take the annuity or lump sum option?
How do interest rates affect my pension plan and payment options?
How do I commence my pension benefit?
04
Health
Care
Learn about costs, transitioning to Medicare and retiree health eligibility.
How much does health care insurance cost in retirement?
What happens when I get to Medicare?
When do I qualify for retiree health care benefits?
What happens if I move to another state?
05
Executive Plans
Learn about the structure and benefits of the executive plans.
How does my Executive Retirement Plan (ERP) work?
How does my Executive Deferred Comp Plan (EDCP) work?
Can I change my ERP or EDCP payout elections?
How do interest rates impact the ERP & EDCP plans?
The Right Fit for You
Advising Southern California Edison Employees Since 2007*
Our goal is to provide you the right level of advice that fits where you are in your financial life. No matter what level of advice you choose, we are committed to The Guardian Standard which is built on the principles of character, equality, and fair and equal treatment for all clients.
*The founding partners at Guardian Financial Partners were previously known as the Guinet & Nguyen Wealth Advisory Group while employed at Wells Fargo Advisors. During their tenure, a large client segment was developed at Edison facilities going back to 2007.
Compass
Simple guidance today to maximize the quality of your retirement tomorrow.
Services & Benefits:
- Risk tolerance assessment
- Access to GFP Investment Offerings
- 401k asset allocation and management
- Portfolio rebalancing
- Ongoing Education:
- Investment vehicles
- stocks, bonds, alternative Investments and cash
- Retirement planning basics
- Loans, distributions and beneficiary designation
- SCE Pension Rate Newsletter
- Quarterly Performance Monitor
- Economic and portfolio commentary
Roadmap
Higher, more involved level of financial planning and investment advice.
Compass Services & Benefits PLUS:
- True Financial Planning: Retirement planning – detailed Financial Plan
- “What if” scenario modeling
- Budget analysis and management
- Social Security claiming strategies
- Analysis of SCE benefits:
- Pension Benefits - Annuity vs. lump sum option
- Retirement health care benefits – What is most economical and best for me
- Traditional vs. Roth 401K
- 1-2 portfolio and planning reviews annually
GPS
Detailed analysis and monitoring throughout retirement.
Roadmap Services & Benefits PLUS:
- True Financial Planning: Retirement income and distribution planning
- Trusted advisor coordination (CPA, attorney)
- Tax analysis – pre vs post retirement tax planning
- Detailed review and monitoring of:
- Investments, liabilities and insurance
- Expense/Income Analysis
- 1-3 portfolio and strategy reviews annually
- One detailed financial plan review annually
- Unlimited financial planning advice; your personal CFO
Educating Edison
Check out our latest news and updates tailored for Edison Employees
Join Educating Edison
Educating Edison is our monthly video educational series aimed at helping Southern California Edison employees better navigate their financial lives. (insert a newsletter sign up form)
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Every financial journey is unique. Let’s build a strategy tailored to yours.
Casey Bartels
CERTIFIED FINANCIAL PLANNER™
*Guardian Financial Partners, LLC and Southern California Edison are not affiliated companies nor has Southern California Edison endorsed Guardian Financial Partners, LLC.
