Eric Swanson - Email & Phone Number

Vice President, CERTIFIED FINANCIAL PLANNER® at Ep Wealth Advisors

Eric Swanson is based out of Los Angeles Metropolitan Area and works at Ep Wealth Advisors as Vice President, CERTIFIED FINANCIAL PLANNER®.

Eric Swanson's Contact Information

Eric Swanson's Work email

e*****@epweal***.com

Valid

Latest update

October 12, 2025

Location

Los Angeles Metropolitan Area

Eric's current employer

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

epwealth.com

HQ Location

Torrance, California, United States

Number of employees

201-500

Industry

Financial Services

Latest update

April 30, 2024

Read about Ep Wealth Advisors

Frequent questions about Eric Swanson

What company is Eric Swanson working for?

Eric Swanson works for Ep Wealth Advisors.

What is Eric Swanson's function at Ep Wealth Advisors?

Eric Swanson is Vice President, CERTIFIED FINANCIAL PLANNER® at Ep Wealth Advisors.

Where is Eric Swanson based?

Eric Swanson is based out of Los Angeles Metropolitan Area.

What is Eric Swanson's work email address?

Eric Swanson's professional email address is e*****@epweal***.com

Who are Eric Swanson's co-workers?

Eric Swanson's colleagues are Patrick Goshtigian, Nick Hatfield, Brad Stacey, Tammy Prouty, Tyler Petersen, Bronwyn Shone, Stephanie Richman, Adam Werner, Sara Gardner, Lauren Klein, Brian Wilde, Jonathan Spector, MS, CFP®, Clint Camua, Kathy Costas, Lucas Karasch, Todd Flynn, Joshua Land, Brooke Wadsworth, Laura Knolle, David Tate, Brady Jardine, Lynn Ballou, Dan Federman, Brad Owen, Rachel Chin, Robert Davis, Ryan Schwartz, Dallin Cutler, Michael McGrath, Ryan Ignacio, James Reinke, Ryan Serrecchia, Sean Cartin, Giorgina Nguyen.

Eric's co-workers

Patrick Goshtigian

Chief Executive Officer

Nick Hatfield

Vice President and Wealth Advisor at EP Wealth Advisors

Brad Stacey

Vice President

Tammy Prouty

Vice President, Partner, and Financial Advisor

Tyler Petersen

CFP® | Vice President/Partner at EP Wealth Advisors

Vice President and Wealth Advisor

Sara Gardner

Vice President/ Wealth Advisor

Lauren Klein

Vice President - Senior Wealth Advisor

Brian Wilde

Vice President/Fee Only Wealth Advisor

Jonathan Spector, MS, CFP®

Vice President / Partner

Clint Camua

Partner, Senior Vice President, CFP

Kathy Costas

Vice President, CDFA®

Lucas Karasch

Vice President

Todd Flynn

Senior Vice President / Partner

Joshua Land

Vice President, Advisor

Senior Vice President/ Partner - EP Wealth Advisors

Lynn Ballou

Senior Vice President

Dan Federman

Vice President

Brad Owen

Senior Vice President & Senior Wealth Advisor

Rachel Chin

Marketing Coordinator

Robert Davis

Vice President of Wealth Management

Ryan Schwartz

Vice President

Dallin Cutler

CFP® | Vice President/Partner

Michael McGrath

Senior Vice President / Partner

Ryan Ignacio

Senior Vice President

James Reinke

Vice President

Ryan Serrecchia

Executive Vice President / Partner

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