EP Wealth Advisors


EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.

Industries

Employees

201-500

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Patrick Goshtigian
Executive Chairman
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Christopher Toumajian
Chief Financial Officer
Brian Parker
Managing Director
Cfp® Derek Holman Aif®
Managing Director
Matthew Crow
Managing Director Of Wealth Advisory/partner At EP Wealth Advisors
Steven Beals
Divisional Leader, Partner
Ryan Serrecchia
Executive Vice President / Partner