Dear SCE Family
For over 20 years, we have helped hundreds of Southern California Utility Company employees plan for and transition into retirement. However, my roots with Southern California Edison run even deeper. My parents both worked for the company; my dad was the manager of Operational Audits for over 30 years working out of the G.O. retiring with the VRO in 1996, while my mom worked as a CSR throughout my childhood. Our life quite literally revolved around Edison, with company picnics at Cage Park next to the Highgrove substation. I continued the tradition, working for SCE after high school as a Lot Attendant at the Covina District. Edison was very good to my family, and I consider myself lucky to continue helping employees of this fine company. Please feel free to reach out if you have any questions, or if you’d like us to review your financial future. While transitioning to retirement can be unsettling,
we're here to help you along the way; it’s what family is all about.
Sincerely,
J. Jeff Marvin
Citrus Wealth and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by SCE.
56%
Are Employees or Retirees of Utility companies
22%
Plan to Retire
in the Next
Ten Years
100%
Have Custom
Adaptive Financial
Plans
Data as of February 2021.