Ep Wealth Advisors

Facts about Ep Wealth Advisors

Description

Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns wi...

Website

HQ Location

Torrance, California, United States

Number of employees

201-500

Industry

Financial Services

Latest update

April 30, 2024

Social media accounts of Ep Wealth Advisors

X

Facebook

Linkedin

@ep-wealth-advisors

Ep Wealth Advisors employees

Patrick Goshtigian

Chief Executive Officer

Vice President and Wealth Advisor at EP Wealth Advisors

Vice President, Partner, and Financial Advisor

CFP® | Vice President/Partner at EP Wealth Advisors

Stephanie Richman

VP/Wealth Advisor

Vice President and Wealth Advisor

Vice President/ Wealth Advisor

Vice President, CERTIFIED FINANCIAL PLANNER®

Vice President - Senior Wealth Advisor

Vice President/Fee Only Wealth Advisor

Jonathan Spector, MS, CFP®

Vice President / Partner

Partner, Senior Vice President, CFP

Vice President, CDFA®

Senior Vice President / Partner

Vice President, Advisor

Brooke Wadsworth

Senior Vice President/ Partner - EP Wealth Advisors

Senior Vice President

Senior Vice President & Senior Wealth Advisor

Marketing Coordinator

Vice President of Wealth Management

CFP® | Vice President/Partner

Michael McGrath

Senior Vice President / Partner

Senior Vice President

Ryan Serrecchia

Executive Vice President / Partner

Giorgina Nguyen

Frequent questions about Ep Wealth Advisors

How many employees does Ep Wealth Advisors have?

Ep Wealth Advisors has approximately 201-500 employees.

What is Ep Wealth Advisors's industry?

Ep Wealth Advisors is involved in the industry of Financial Services.

Where is Ep Wealth Advisors's headquarters?

Ep Wealth Advisors's headquarters is located in Torrance, California, United States.

What is the website of Ep Wealth Advisors?

You may visit their official website at https://epwealth.com

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