Ed Wirtz
FOUNDING PARTNER
(424) 329-7900
Ed@owpfn.com

As a Founding Partner of One Wealth Partners Financial and Insurance Solutions, Ed Wirtz works with successful individuals, business owners and families on comprehensive wealth management strategies to help them grow, protect, preserve and transfer their assets. Ed’s entrepreneurial skills and background, combined with his goal to help his clients help themselves, serve him well as an advisor to his clients in both their business and personal financial lives. With this approach, he makes sure that everything is covered in the planning process and nothing in his clients’ financial lives is left to chance.

After graduating from the University of Southern California where he earned a BS in Business Administration with an emphasis in Entrepreneurial Studies, Ed was recruited by Northwestern Mutual in 1990. He was immediately successful, utilizing a comprehensive financial planning process to help his clients be prepared for any number of possibilities in their financial futures.

Along with his personal planning work for individuals and families, Ed began working with business owners early in his career. He handled a range of business protection issues, helping with everything from buy-sell agreements and key person insurance to business succession and estate tax planning. Today, along with owners of closely-held businesses, Ed’s clients include many entrepreneurial thinkers like himself such as investment banking and private equity professionals, attorneys and many other successful individuals.

Ed challenges his clients to strive for the goals most important to them and, while coaching them through financial decision making, encourages them to enjoy the ride along the way. “I get energized meeting with clients, hearing their stories and helping them move toward financial success,” Ed says. “When they follow the strategies we’ve designed and succeed, I’m always excited to see them reach – or exceed – their goals.”

Ed is involved with charitable organizations in the community as an active supporter of Children’s Hospital of Los Angeles and a major donor to the Peninsula Education Foundation in Palos Verdes. He is also a member of USC’s Scholarship Club. Ed resides in Rolling Hills Estates with his wife, Della, and their two children. He enjoys basketball, golf, skiing, traveling and spending time with family and friends.

Laura Gruendler, CFP®, CLU, ChFC
DIRECTOR OF FINANCIAL PLANNING
(424) 329-7905
LauraG@owpfn.com

Laura Gruendler is Director of Financial Planning for One Wealth Partners Financial and Insurance Solutions as a key member of the team. Laura’s primary role is to work with the advisor and their clients to develop a wealth management strategy based on the client’s unique set of circumstances. She then implements and manages those strategies in coordination with clients’ other trusted advisors, such as their CPA, employer benefits coordinators and estate planning attorneys to enhance each client’s wealth management goals. Additionally, Laura is instrumental in employing best practices to ensure that the operations run as efficiently and productively as possible.

Laura has earned the Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and a Certified Financial Planner (CFP) designations and holds Series 6, 7, and California Life and Health Insurance licenses.

Laura has worked in financial services for 20+ years providing support to multiple partners. As a result of her knowledge of and interaction with the firm’s clients over many years, Laura has come to know them personally. She notes that one of the most rewarding aspects of her work is seeing clients benefit from implementing the strategies and recommendations her team has made over the years.

Laura graduated from the University of Wisconsin, Madison with a Bachelor’s Degree in Business Administration. When not working, Laura enjoys cooking, traveling and enjoying the Southern California outdoors.

sHANE FOLEY
FINANCIAL ADVISOR
shanefoley@owpfn.com

Shane Foley has worked in the real estate and capital markets for the past twenty-five years. A Southern California native, Shane has roots in both Los Angeles and Orange Counties.

Shane received his BA in Political Science and Communications from USC in 1991 and he later earned his MBA from Pepperdine University. He opened his own office in Pasadena in 2017 with Capstone Partners/Mass Mutual. Previously, he was Vice President, Senior Private banker at Wells Fargo Private Bank for nearly eight years. Over the past twenty-five years, he has built considerable expertise in the capital markets with positions at companies such as GE Capital, Colliers International, and as a business owner with Access Capital. At One Wealth Partners, Shane works with high-net-worth individuals and families as well as business owners engaging in areas of financial planning and includes life insurance, investment management, wealth transfer, estate planning, and tax mitigation. He is focused on strategy, solutions, and long-term success for his clients.

He currently serves on the USC Athletics Board of Counselors, the USC Dornsife Board of Councilors and he and his wife recently started Rainy Day Pennies, a charity that teaches children about helping and giving back to other children in need. Shane also served on Pete Carroll’s focus A Better LA’s Executive Board of Directors, and he is a Board Emeriti for the USC Alumni Association. Shane played quarterback at USC from 1986-1990 and he was part of three consecutive Rose Bowl teams.

Shane resides in La Canada Flintridge with his wife Farrell and their two boys Connor and Quinn. He maintains an active lifestyle and he his active in his local community. He enjoys regular exercise, coaching his boys and travel with his family.